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

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 13 Nov 2025 30 Sep 2025 028-23289
N-PX Open Document Open Filing 15 Aug 2025 30 Jun 2025 028-23289
13F-HR Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-23289
13F-HR Open Document Open Filing 09 Apr 2025 31 Mar 2025 028-23289
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-23289
N-PX Open Document Open Filing 04 Sep 2024 30 Jun 2024 028-23289
13F-HR Open Document Open Filing 10 Jul 2024 30 Jun 2024 028-23289
13F-HR Open Document Open Filing 16 May 2024 31 Mar 2024 028-23289
13F-HR Open Document Open Filing 09 Nov 2023 30 Sep 2023 028-23289
13F-HR Open Document Open Filing 09 Aug 2023 30 Jun 2023 028-23289
13F-HR Open Document Open Filing 07 Jun 2023 31 Mar 2023 028-23289