Whitaker-Myers Wealth Managers, LTD. SEC EDGAR Filings (CIK 0001973849)

SEC EDGAR filings, ownership reports, and insider transactions for Whitaker-Myers Wealth Managers, LTD..

Business address
1485 Lexington Ave., Mansfield, OH, 44907
Top securities (13F)
MOAT, DBEF, QQQM, SCHD, SPMO, VBR, VBK, IDMO, IWP, SCHG, SCHV, VOO, VBIL, IDLV, XMVM, JPST, VSS, RECS, VEA, and IWS
State of incorporation
OH
Fiscal year end
31 December
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Whitaker-Myers Wealth Managers, LTD. has filed 15 SEC EDGAR filings since 21 Apr 2023

Latest Filings

Recent SEC filings for Whitaker-Myers Wealth Managers, LTD. 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 22 Jan 2026 31 Dec 2025 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Oct 2025 30 Sep 2025 028-23186
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2025 13 Aug 2025 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jul 2025 30 Jun 2025 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2025 31 Mar 2025 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2024 30 Sep 2024 028-23186
N-PX Open N-PX document View SEC filing for N-PX 20 Aug 2024 20 Aug 2024 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2024 30 Jun 2024 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2024 31 Mar 2024 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Jan 2024 31 Dec 2023 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Oct 2023 30 Sep 2023 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2023 30 Jun 2023 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2023 31 Mar 2023 028-23186
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2023 31 Dec 2022 028-23186

About this filer

Whitaker-Myers Wealth Managers, LTD. files with the SEC under CIK 0001973849. 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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