FinDec Wealth Services, Inc.

Business address
3555 Deer Park Drive, Suite 160, Stockton, CA, 95219
Top securities (13F)
CGCP, SCHG, DFLV, DFAU, DFAI, DFCF, VO, VB, VTI, DFAE, AAPL, SCHF, BRKA, BIV, SCHE, IHI, CGDV, MSFT, PEP, and VOO
State of incorporation
CA
Fiscal year end
31 December
FinDec Wealth Services, Inc. has filed 15 SEC EDGAR filings since 25 Jan 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 23 Oct 2025 30 Sep 2025 028-22758
N-PX Open Document Open Filing 31 Jul 2025 30 Jun 2025 028-22758
13F-HR Open Document Open Filing 24 Jul 2025 30 Jun 2025 028-22758
13F-HR Open Document Open Filing 15 May 2025 31 Mar 2025 028-22758
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-22758
13F-HR Open Document Open Filing 14 Nov 2024 30 Sep 2024 028-22758
N-PX Open Document Open Filing 22 Aug 2024 30 Jun 2024 028-22758
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-22758
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-22758
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-22758
ADV-H-T Open Document Open Filing AUTO-GENERATED PAPER DOCUMENT 04 Dec 2023 801-120139
13F-HR Open Document Open Filing 19 Oct 2023 30 Sep 2023 028-22758
13F-HR Open Document Open Filing 19 Jul 2023 30 Jun 2023 028-22758
13F-HR Open Document Open Filing 10 May 2023 31 Mar 2023 028-22758
13F-HR Open Document Open Filing 25 Jan 2023 31 Dec 2022 028-22758