Crown Wealth Group, LLC

Business address
2108 South Boulevard, Suite 300, Charlotte, NC, 28203
Top securities (13F)
DFUS, SPLG, BALT, VUG, SGOV, MSFT, CPRY, IYW, DMAX, QUAL, NVDA, SMH, DUHP, AAPL, VOX, BJAN, AMZN, GOOGL, LEGH, and VGUS
State of incorporation
NC
Fiscal year end
December 30
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Crown Wealth Group, LLC has filed 18 SEC EDGAR filings since 13 Jul 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-22565
N-PX Open Document Open Filing 21 Aug 2025 30 Jun 2025 028-22565
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-22565
13F-HR Open Document Open Filing 25 Apr 2025 31 Mar 2025 028-22565
13F-HR Open Document Open Filing 05 Feb 2025 31 Dec 2024 028-22565
13F-HR Open Document Open Filing 13 Nov 2024 30 Sep 2024 028-22565
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-22565
13F-HR Open Document Open Filing 26 Jul 2024 30 Jun 2024 028-22565
13F-HR Open Document Open Filing 01 May 2024 31 Mar 2024 028-22565
13F-HR Open Document Open Filing 23 Jan 2024 31 Dec 2023 028-22565
13F-HR Open Document Open Filing 25 Oct 2023 30 Sep 2023 028-22565
13F-HR Open Document Open Filing 25 Jul 2023 30 Jun 2023 028-22565
13F-HR Open Document Open Filing 28 Apr 2023 31 Mar 2023 028-22565
13F-HR Open Document Open Filing 09 Feb 2023 31 Dec 2022 028-22565
13F-HR Open Document Open Filing 21 Oct 2022 30 Sep 2022 028-22565
13F-HR Open Document Open Filing 25 Jul 2022 30 Jun 2022 028-22565
13F-HR Open Document Open Filing 13 Jul 2022 31 Mar 2022 028-22565
13F-HR Open Document Open Filing 13 Jul 2022 31 Dec 2021 028-22565