5T Wealth, LLC

Business address
595 Coombs Street, Napa, CA, 94559
Top securities (13F)
IUSB, BBUS, QUAL, JCPB, IVV, DYNF, CGGR, BBIN, IVE, TLH, EFV, OEF, JMOM, IEMG, VYMI, AIQ, AGG, JAVA, MTUM, and IVW
State of incorporation
CA
Fiscal year end
31 December
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5T Wealth, LLC has filed 5 SEC EDGAR filings since 31 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 17 Oct 2025 30 Sep 2025 028-24696
N-PX Open Document Open Filing 29 Aug 2025 30 Jun 2025 028-24696
13F-HR Open Document Open Filing 05 Aug 2025 30 Jun 2025 028-24696
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-24696
13F-HR Open Document Open Filing 31 Jan 2025 31 Dec 2024 028-24696