SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co SEC EDGAR Filings (CIK 0002016209)

SEC EDGAR filings, ownership reports, and insider transactions for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co.

Business address
3181 Linwood Ave, Suite 20, Cincinnati, OH, 45208
Top securities (13F)
NVDA, PLTR, TSLA, IWM, CAT, AMZN, META, GOOGL, GS, UBER, CRWD, AAPL, EMR, MSFT, GEV, CCJ, PWR, JPM, BRKB, and SHY
State of incorporation
OH
Fiscal year end
31 December
⭐ Add to watchlist ⭐
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co has filed 6 SEC EDGAR filings since 10 Feb 2025

Latest Filings

Recent SEC filings for SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 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 20 Jan 2026 31 Dec 2025 028-24834
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2025 30 Sep 2025 028-24834
N-PX Open N-PX document View SEC filing for N-PX 12 Aug 2025 30 Jun 2025 028-24834
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-24834
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-24834
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2025 31 Dec 2024 028-24834

About this filer

SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co files with the SEC under CIK 0002016209. 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