Westshore Wealth, LLC SEC EDGAR Filings (CIK 0001806366)

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

Business address
4041 Macarthur Blvd, Ste 160, Newport Beach, CA, 92660
Top securities (13F)
SPY, LQD, IWF, IWD, IWM, AMRX, VGLT, GOVT, NVDA, UPS, AAPL, VOO, IWR, SEPW, BRKB, NOW, MSFT, MOAT, EFA, and META
State of incorporation
CA
Fiscal year end
31 December
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Westshore Wealth, LLC has filed 22 SEC EDGAR filings since 30 Mar 2020

Latest Filings

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

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Nov 2025 30 Sep 2025 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jul 2025 30 Jun 2025 028-20213
N-PX Open N-PX document View SEC filing for N-PX 08 Jul 2025 30 Jun 2025 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 May 2025 31 Dec 2024 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2025 31 Mar 2025 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2024 30 Jun 2024 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2024 31 Mar 2024 028-20213
N-PX Open N-PX document View SEC filing for N-PX 31 Oct 2024 30 Jun 2024 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2024 31 Dec 2023 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2024 30 Sep 2023 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Sep 2023 30 Jun 2023 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2023 31 Mar 2023 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2022 30 Sep 2022 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2022 30 Jun 2022 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2022 31 Mar 2022 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Feb 2022 31 Dec 2021 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2021 30 Sep 2021 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Aug 2021 30 Jun 2021 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2021 31 Mar 2021 028-20213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Mar 2020 31 Dec 2019 028-20213

About this filer

Westshore Wealth, LLC files with the SEC under CIK 0001806366. 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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