WALDEN WEALTH PARTNERS LLC SEC EDGAR Filings (CIK 0002015425)

SEC EDGAR filings, ownership reports, and insider transactions for WALDEN WEALTH PARTNERS LLC.

Business address
3201 Enterprise Parkway, Suite 100, Beachwood, OH, 44122
Top securities (13F)
DFAC, MSFT, AGG, DFUS, DFAU, DIHP, MGV, AAPL, DUHP, DFAX, VUG, DFAI, GOOG, GBIL, DEHP, PG, ACN, BRKB, SPY, and ADBE
State of incorporation
OH
Fiscal year end
31 December
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WALDEN WEALTH PARTNERS LLC has filed 4 SEC EDGAR filings since 14 Mar 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 11 Jul 2024 30 Jun 2024 028-24020
N-PX Open Document Open Filing 11 Jul 2024 30 Jun 2024 028-24020
13F-HR Open Document Open Filing 11 Apr 2024 31 Mar 2024 028-24020
13F-HR Open Document Open Filing 14 Mar 2024 31 Dec 2023 028-24020