Entity Type
Company
- Info
- Portfolio
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Lifetime Wealth Management P.C. SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002116339.
Total Filings
2
Latest Filing
25 Mar 2026
Industry
n/a
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- Business address
- 3021 Ridge Road, #A284, Rockwall, TX, 75032
- Top securities (13F)
- BIL, KSPI, PBRA, VALE, EWZS, CNQ, PHYS, QQQ, LEMB, CPA, BTI, ABBV, NE, HCC, ULTA, WIP, XOM, TIP, MTBA, and NAMS
- State of incorporation
- TX
- Fiscal year end
- 31 December
Quick Takeaways
- Lifetime Wealth Management P.C. is an SEC filer tracked under CIK 0002116339.
- 2 filings are listed on this profile.
- Common form coverage includes 13F-HR/A, 13F-HR.
What Changed
- Latest filing: 13F-HR/A filed on 25 Mar 2026.
- Report period: 31 Dec 2025.
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
Lifetime Wealth Management P.C. has filed 2 SEC EDGAR filings since 09 Mar 2026. Common forms include 13F-HR/A, 13F-HR.
Latest Filings
Recent SEC filings for Lifetime Wealth Management P.C. with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 25 Mar 2026 | 31 Dec 2025 | 028-26753 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Mar 2026 | 31 Dec 2025 | 028-26753 |
About this filer
Lifetime Wealth Management P.C. files with the SEC under CIK 0002116339. 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.