North Berkeley Wealth Management, LLC SEC EDGAR Filings (CIK 0002062383)

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

Business address
1995 El Dorado Ave., Berkeley, CA, 94707
Top securities (13F)
SSD, NUSC, ACWI, IVW, IEMG, IJR, AAPL, IJH, VGSR, IVV, BRKB, AGG, SPY, NVDA, TSLA, NXTE, GOOG, BRKA, VNQ, and MSFT
State of incorporation
CA
Fiscal year end
31 December
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North Berkeley Wealth Management, LLC has filed 4 SEC EDGAR filings since 03 Apr 2025

Latest Filings

Recent SEC filings for North Berkeley Wealth Management, 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 04 Nov 2025 30 Sep 2025 028-25479
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-25479
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 31 Mar 2025 028-25479
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Apr 2025 31 Dec 2024 028-25479

About this filer

North Berkeley Wealth Management, LLC files with the SEC under CIK 0002062383. 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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