Apex Wealth Management, LLC SEC EDGAR Filings (CIK 0002056695)

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

Business address
1 Hardy Rd, #400, Bedford, NH, 03110
Top securities (13F)
IVV, BND, BINC, SCHG, SHV, VUG, SCHV, FDEV, FBND, VTI, EEM, STIP, AMZN, TSLA, AAPL, SMH, WMT, MSFT, IVE, and IAGG
State of incorporation
NH
Fiscal year end
31 December
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Apex Wealth Management, LLC has filed 6 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Recent SEC filings for Apex 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 26 Jan 2026 31 Dec 2025 028-25153
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2025 30 Sep 2025 028-25153
N-PX Open N-PX document View SEC filing for N-PX 18 Aug 2025 30 Jun 2025 028-25153
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2025 30 Jun 2025 028-25153
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2025 31 Mar 2025 028-25153
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-25153

About this filer

Apex Wealth Management, LLC files with the SEC under CIK 0002056695. 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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