Koa Wealth Management, LLC SEC EDGAR Filings (CIK 0002022118)

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

Business address
2241 Denk Lane, Encinitas, CA, 92024
Top securities (13F)
BRKB, AAPL, GOOGL, HALO, SGOV, SHY, DHR, AMT, AMZN, NEM, V, FICO, BX, RH, PM, STZ, GDX, XLU, B, and TMO
State of incorporation
DE
Fiscal year end
31 December
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Koa Wealth Management, LLC has filed 10 SEC EDGAR filings since 07 May 2024

Latest Filings

Recent SEC filings for Koa Wealth Management, 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 28 Oct 2025 30 Sep 2025 028-24101
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2025 30 Jun 2025 028-24101
N-PX Open N-PX document View SEC filing for N-PX 29 Jul 2025 30 Jun 2025 028-24101
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2025 31 Mar 2025 028-24101
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2025 31 Dec 2024 028-24101
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2024 30 Sep 2024 028-24101
N-PX Open N-PX document View SEC filing for N-PX 24 Jul 2024 30 Jun 2024 028-24101
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jul 2024 30 Jun 2024 028-24101
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2024 31 Mar 2024 028-24101
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2024 31 Dec 2023 028-24101

About this filer

Koa Wealth Management, LLC files with the SEC under CIK 0002022118. 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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