Broadway Wealth Solutions, Inc. SEC EDGAR Filings (CIK 0002021265)

SEC EDGAR filings, ownership reports, and insider transactions for Broadway Wealth Solutions, Inc..

Business address
1177 Ne Loop 410, 5 Th Floor, San Antonio, TX, 78209
Top securities (13F)
SPLG, FTRB, USTB, AVDE, JPIB, AVEM, FMDE, DFIS, JGRO, SPTL, MSFT, NVDA, AAPL, AVUV, AMZN, NBSM, COST, RTX, TSLA, and MMC
State of incorporation
TX
Fiscal year end
31 December
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Broadway Wealth Solutions, Inc. has filed 4 SEC EDGAR filings since 12 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 10 Nov 2025 30 Sep 2025 028-24945
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-24945
13F-HR Open Document Open Filing 14 Apr 2025 31 Mar 2025 028-24945
13F-HR Open Document Open Filing 12 Feb 2025 31 Dec 2024 028-24945