AJ WEALTH STRATEGIES, LLC SEC EDGAR Filings (CIK 0001744073)

SEC EDGAR filings, ownership reports, and insider transactions for AJ WEALTH STRATEGIES, LLC.

Business address
28 Liberty Street, Suite 2850, New York, NY, 10005
Top securities (13F)
SCHX, VOO, SGOV, QQQ, USFR, OMFL, BILS, AGG, SCHF, SCHM, SCHA, USMV, MUB, RSP, SPY, VXUS, GDX, STIP, TFLO, and IAU
State of incorporation
NY
Fiscal year end
31 December
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AJ WEALTH STRATEGIES, LLC has filed 27 SEC EDGAR filings since 19 Jul 2018

Latest Filings

Recent SEC filings for AJ WEALTH STRATEGIES, 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 20 Jul 2023 30 Jun 2023 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2023 31 Mar 2023 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jan 2023 31 Dec 2022 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2022 30 Sep 2022 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2022 30 Jun 2022 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2022 31 Mar 2022 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2022 31 Dec 2021 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2021 30 Sep 2021 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2021 31 Mar 2021 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2020 30 Sep 2020 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2020 30 Jun 2020 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2020 31 Mar 2020 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2020 31 Dec 2019 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Nov 2019 30 Sep 2019 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Aug 2019 30 Jun 2019 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2018 30 Sep 2018 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 30 Jun 2018 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 31 Mar 2018 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 31 Dec 2017 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 30 Sep 2017 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 30 Jun 2017 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 31 Mar 2017 028-18847
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2018 31 Dec 2016 028-18847

About this filer

AJ WEALTH STRATEGIES, LLC files with the SEC under CIK 0001744073. 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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