Parkwoods Wealth Partners, LLC

Business address
507 Plum Street, Ste 320, Syracuse, NY, 13204
Top securities (13F)
DFAT, DFUV, DFUS, DFIV, DFAC, DFAS, DISV, DUSB, DFAE, DFSV, DFSD, BSVO, DFIC, DFAX, MSFT, ITOT, DFIS, DFAU, AVDV, and DUHP
State of incorporation
DE
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Parkwoods Wealth Partners, LLC has filed 6 SEC EDGAR filings since 07 Nov 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-24426
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-24426
N-PX Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-24426
13F-HR Open Document Open Filing 12 May 2025 31 Mar 2025 028-24426
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-24426
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-24426