David Wealth Management LLC SEC EDGAR Filings (CIK 0002042337)

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

Business address
8315 Route 29, Suite 325, Fairfax, VA, 22031
Top securities (13F)
DFAC, DFAX, DFSD, DFUS, DFNM, DFCF, DFIP, DHR, NVDA, TFC, AAPL, DFAI, SCHX, IWF, MAR, VLTO, DFUV, DFAT, IWO, and ACWX
State of incorporation
VA
Fiscal year end
31 December
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David Wealth Management LLC has filed 3 SEC EDGAR filings since 29 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-24658
13F-HR Open Document Open Filing 16 Apr 2025 31 Mar 2025 028-24658
13F-HR Open Document Open Filing 29 Jan 2025 31 Dec 2024 028-24658