Epstein & White Financial LLC SEC EDGAR Filings (CIK 0001713936)

SEC EDGAR filings, ownership reports, and insider transactions for Epstein & White Financial LLC.

Business address
9740 Appaloosa Road, Suite 150, San Diego, CA, 92131
Top securities (13F)
IVV, SPAB, QUAL, ACWX, IWV, EFV, MTUM, USMV, IQLT, SMMD, CMF, IEFA, AAPL, ITOT, IEMG, IJH, IUSB, IXUS, AMZN, and MSFT
State of incorporation
CA
Fiscal year end
31 December
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Epstein & White Financial LLC has filed 15 SEC EDGAR filings since 29 Jan 2018

Latest Filings

Recent SEC filings for Epstein & White Financial 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 10 Aug 2021 30 Jun 2021 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2021 31 Mar 2021 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2021 31 Dec 2020 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2020 30 Sep 2020 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2020 30 Jun 2020 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Apr 2020 31 Mar 2020 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2020 31 Dec 2019 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2019 30 Sep 2019 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2019 30 Jun 2019 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2019 31 Mar 2019 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2019 31 Dec 2018 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 30 Jun 2018 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2018 31 Mar 2018 028-18224
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2018 31 Dec 2017 028-18224

About this filer

Epstein & White Financial LLC files with the SEC under CIK 0001713936. 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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