Jessup Wealth Management, Inc SEC EDGAR Filings (CIK 0001963536)

SEC EDGAR filings, ownership reports, and insider transactions for Jessup Wealth Management, Inc.

Business address
35 Park Avenue, Dayton, OH, 45419
Top securities (13F)
AMZN, AAPL, NVDA, GOOGL, BABA, AMD, JNK, TSLA, IEF, KKR, SHOP, VXF, EQH, LNC, XLK, AAL, JPM, PG, MSFT, and TMUS
State of incorporation
OH
Fiscal year end
31 December
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Jessup Wealth Management, Inc has filed 14 SEC EDGAR filings since 31 Jan 2023

Latest Filings

Recent SEC filings for Jessup Wealth Management, Inc 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 24 Oct 2025 30 Sep 2025 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2025 30 Jun 2025 028-22777
N-PX Open N-PX document View SEC filing for N-PX 15 Jul 2025 30 Jun 2025 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2025 31 Mar 2025 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2025 31 Dec 2024 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2024 30 Sep 2024 028-22777
N-PX Open N-PX document View SEC filing for N-PX 09 Aug 2024 30 Jun 2024 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2024 31 Mar 2024 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Jan 2024 31 Dec 2023 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2023 30 Sep 2023 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2023 30 Jun 2023 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2023 31 Mar 2023 028-22777
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2023 31 Dec 2022 028-22777

About this filer

Jessup Wealth Management, Inc files with the SEC under CIK 0001963536. 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.
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Updates follow new EDGAR submissions and periodic data refreshes.

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