SWEENEY & MICHEL, LLC SEC EDGAR Filings (CIK 0001979556)

SEC EDGAR filings, ownership reports, and insider transactions for SWEENEY & MICHEL, LLC.

Business address
196 Cohasset Road, Suite 100, Chico, CA, 95926
Top securities (13F)
ITOT, DGRO, AAPL, HDV, GOOG, SHYG, BRKB, CGDG, VYMI, MSFT, JNJ, CGIE, COST, JPM, VIGI, TCBK, VYM, FUTY, VZ, and NVDA
State of incorporation
CA
Fiscal year end
31 December
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SWEENEY & MICHEL, LLC has filed 11 SEC EDGAR filings since 07 Jun 2023

Latest Filings

Recent SEC filings for SWEENEY & MICHEL, 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 13 Nov 2025 30 Sep 2025 028-23289
N-PX Open N-PX document View SEC filing for N-PX 15 Aug 2025 30 Jun 2025 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2025 30 Jun 2025 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Apr 2025 31 Mar 2025 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2024 30 Sep 2024 028-23289
N-PX Open N-PX document View SEC filing for N-PX 04 Sep 2024 30 Jun 2024 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2024 30 Jun 2024 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2024 31 Mar 2024 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2023 30 Sep 2023 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2023 30 Jun 2023 028-23289
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jun 2023 31 Mar 2023 028-23289

About this filer

SWEENEY & MICHEL, LLC files with the SEC under CIK 0001979556. 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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