Sherwood Financial Partners, LLC SEC EDGAR Filings (CIK 0002056427)

SEC EDGAR filings, ownership reports, and insider transactions for Sherwood Financial Partners, LLC.

Business address
2475 Townsgate Rd., Suite 210, Westlake Village, CA, 91361
Top securities (13F)
SCHX, BND, SCHF, SCHM, SCHE, VOO, NVDA, and AAPL
State of incorporation
CA
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Sherwood Financial Partners, LLC has filed 5 SEC EDGAR filings since 18 Feb 2025

Latest Filings

Recent SEC filings for Sherwood Financial Partners, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Feb 2026 31 Dec 2025 028-25353
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2025 30 Sep 2025 028-25353
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-25353
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-25353
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Feb 2025 31 Dec 2024 028-25353

About this filer

Sherwood Financial Partners, LLC files with the SEC under CIK 0002056427. 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