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 Chokshi & Queen Wealth Advisors, Inc.

Business address: 4510 Executive Drive, Suite 203, San Diego, CA, 92121
Top securities (13F): IVV, QQQ, AAPL, COST, NVDA, AMZN, VHT, V, META, NOBL, IWV, TSLA, IWR, MSFT, IDEV, AVGO, MSTR, COIN, DIA, and GOOGL
State of incorporation: CA
Fiscal year end: 31 December

Chokshi & Queen Wealth Advisors, Inc has filed 5 SEC EDGAR filings since 25 Feb 2025

Recent SEC filings for Chokshi & Queen Wealth Advisors, Inc 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	23 Oct 2025	30 Sep 2025	028-25410
N-PX	Open N-PX document	View SEC filing for N-PX	20 Aug 2025	30 Jun 2025	028-25410
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	30 Jul 2025	30 Jun 2025	028-25410
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	20 May 2025	31 Mar 2025	028-25410
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	25 Feb 2025	31 Dec 2024	028-25410

Chokshi & Queen Wealth Advisors, Inc files with the SEC under CIK 0002057199. 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.