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.

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

Business address: 6903 Rockledge Drive, Suite 530, Bethesda, MD, 20817
Top securities (13F): IVV, SPY, SHV, DFAI, DFAS, ITOT, DFUV, DFAU, VGSH, VTI, VEA, DFAC, DFAE, VB, IWM, DFIV, AAPL, DFIC, DFAT, and DFGR
State of incorporation: MD
Fiscal year end: 31 December

Aegis Wealth Management LLC has filed 6 SEC EDGAR filings since 07 Mar 2025

Recent SEC filings for Aegis Wealth Management LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Jan 2026	31 Dec 2025	028-25445
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	06 Nov 2025	30 Sep 2025	028-25445
N-PX	Open N-PX document	View SEC filing for N-PX	25 Aug 2025	30 Jun 2025	028-25445
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	07 Aug 2025	30 Jun 2025	028-25445
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	08 May 2025	31 Mar 2025	028-25445
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	07 Mar 2025	31 Dec 2024	028-25445

Aegis Wealth Management LLC files with the SEC under CIK 0001628818. This page aggregates EDGAR filings and related ownership activity.

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.