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.

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

Business address: 2701 Sunrise Hwy, Islip Terrace, NY, 11752
Top securities (13F): NVDA, AAPL, MSFT, META, PLTR, AVGO, ORCL, GOOG, HD, JPM, V, AMZN, COST, WMT, ABBV, LRCX, TSLA, BX, RTX, and GD
State of incorporation: NY
Fiscal year end: 31 December

Rockline Wealth Management, LLC has filed 10 SEC EDGAR filings since 12 Jan 2024

Recent SEC filings for Rockline Wealth Management, LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	03 Nov 2025	30 Sep 2025	028-23503
N-PX	Open N-PX document	View SEC filing for N-PX	11 Aug 2025	30 Jun 2025	028-23503
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Aug 2025	30 Jun 2025	028-23503
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	22 Apr 2025	31 Mar 2025	028-23503
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	27 Jan 2025	31 Dec 2024	028-23503
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	17 Oct 2024	30 Sep 2024	028-23503
N-PX	Open N-PX document	View SEC filing for N-PX	01 Aug 2024	30 Jun 2024	028-23503
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	01 Aug 2024	30 Jun 2024	028-23503
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	01 May 2024	31 Mar 2024	028-23503
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Jan 2024	31 Dec 2023	028-23503

Rockline Wealth Management, LLC files with the SEC under CIK 0002005098. This page aggregates EDGAR filings and related ownership activity.

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.