INSTRUMENTAL WEALTH, LLC SEC EDGAR Filings (CIK 0001976010)

SEC EDGAR filings, ownership reports, and insider transactions for INSTRUMENTAL WEALTH, LLC.

Business address
1 N Dale Mabry Hwy, Ste 1000, Tampa, FL, 33609
Top securities (13F)
IJH, IVW, IVE, IBDY, IVV, IEFA, RSP, COWZ, CALF, IWO, NVDA, AAPL, IBDV, IBCA, MSFT, AMZN, HRTG, IWB, GOOG, and META
State of incorporation
DE
Fiscal year end
31 December
⭐ Add to watchlist ⭐
INSTRUMENTAL WEALTH, LLC has filed 13 SEC EDGAR filings since 04 May 2023

Latest Filings

Recent SEC filings for INSTRUMENTAL WEALTH, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2025 30 Sep 2025 028-23202
N-PX Open N-PX document View SEC filing for N-PX 17 Jul 2025 30 Jun 2025 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jul 2025 30 Jun 2025 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2025 31 Mar 2025 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Feb 2025 31 Dec 2024 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-23202
N-PX Open N-PX document View SEC filing for N-PX 01 Aug 2024 30 Jun 2024 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 May 2024 31 Mar 2024 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2024 31 Dec 2023 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2023 30 Sep 2023 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2023 30 Jun 2023 028-23202
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2023 31 Mar 2023 028-23202

About this filer

INSTRUMENTAL WEALTH, LLC files with the SEC under CIK 0001976010. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

Related pages