National Wealth Management Group, LLC SEC EDGAR Filings (CIK 0001977723)

SEC EDGAR filings, ownership reports, and insider transactions for National Wealth Management Group, LLC.

Business address
11260 Chester Road, Suite 250, Cincinnati, OH, 45246
Top securities (13F)
TCAF, IVV, NVDA, TCHP, QQQ, CGMM, QQQM, SPYM, AAPL, META, MSFT, BRKB, CGNG, GLD, PLTR, VTI, TSLA, SLV, IDEV, and AMZN
State of incorporation
OH
Fiscal year end
31 December
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National Wealth Management Group, LLC has filed 19 SEC EDGAR filings since 16 May 2023

Latest Filings

Recent SEC filings for National Wealth Management Group, 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 12 Jan 2026 31 Dec 2025 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2025 30 Sep 2025 028-23267
N-PX Open N-PX document View SEC filing for N-PX 25 Sep 2025 30 Jun 2025 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Sep 2025 30 Jun 2025 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2025 31 Dec 2024 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-23267
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2024 30 Jun 2024 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2024 30 Jun 2024 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2024 31 Mar 2024 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2024 31 Dec 2023 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2023 31 Dec 2022 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2023 30 Sep 2022 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2023 30 Jun 2022 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2023 31 Mar 2022 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2023 31 Dec 2021 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2023 30 Sep 2023 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2023 30 Jun 2023 028-23267
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2023 31 Mar 2023 028-23267

About this filer

National Wealth Management Group, LLC files with the SEC under CIK 0001977723. 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.

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