Entity Type
Company
- Info
- Portfolio
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5T Wealth, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002039313.
Total Filings
7
Latest Filing
13 Apr 2026
Industry
n/a
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- Business address
- 595 Coombs Street, Napa, CA, 94559
- Top securities (13F)
- IUSB, BBUS, QUAL, JCPB, IVV, IVE, JPST, CGGR, DYNF, CORO, JMOM, TLH, VYMI, AGG, BBIN, JAVA, IEMG, EFV, MTUM, and AIQ
- State of incorporation
- CA
- Fiscal year end
- 31 December
Quick Takeaways
- 5T Wealth, LLC is an SEC filer tracked under CIK 0002039313.
- 7 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 13 Apr 2026.
- Report period: 31 Mar 2026.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
5T Wealth, LLC has filed 7 SEC EDGAR filings since 31 Jan 2025. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for 5T Wealth, LLC with direct links to document and filing folders.
| 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 Apr 2026 | 31 Mar 2026 | 028-24696 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 27 Jan 2026 | 31 Dec 2025 | 028-24696 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Oct 2025 | 30 Sep 2025 | 028-24696 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 29 Aug 2025 | 30 Jun 2025 | 028-24696 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 05 Aug 2025 | 30 Jun 2025 | 028-24696 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 22 Apr 2025 | 31 Mar 2025 | 028-24696 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 31 Jan 2025 | 31 Dec 2024 | 028-24696 |
About this filer
5T Wealth, LLC files with the SEC under CIK 0002039313. 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.