Forza Wealth Management, LLC SEC EDGAR Filings (CIK 0001963030)

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

Business address
5605 Marquesas Cir, Sarasota, FL, 34233
Top securities (13F)
IAU, DFAI, BSV, JPST, MSFT, BIL, JPM, JMST, MUB, VOE, DFAS, DFNM, IJH, CSCO, VTI, IVV, VYM, SPY, VIG, and EQWL
State of incorporation
FL
Fiscal year end
31 December
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Forza Wealth Management, LLC has filed 14 SEC EDGAR filings since 06 Feb 2023

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 028-22812
N-PX Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-22812
13F-HR Open Document Open Filing 18 Jul 2025 30 Jun 2025 028-22812
13F-HR Open Document Open Filing 30 Apr 2025 31 Mar 2025 028-22812
13F-HR Open Document Open Filing 13 Jan 2025 31 Dec 2024 028-22812
13F-HR Open Document Open Filing 28 Oct 2024 30 Sep 2024 028-22812
N-PX Open Document Open Filing 29 Aug 2024 30 Jun 2024 028-22812
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-22812
13F-HR Open Document Open Filing 22 Apr 2024 31 Mar 2024 028-22812
13F-HR Open Document Open Filing 24 Jan 2024 31 Dec 2023 028-22812
13F-HR Open Document Open Filing 24 Oct 2023 30 Sep 2023 028-22812
13F-HR Open Document Open Filing 25 Jul 2023 30 Jun 2023 028-22812
13F-HR Open Document Open Filing 03 May 2023 31 Mar 2023 028-22812
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-22812