EDGAR Filing Agent Form List
CIK: 0001767940
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Wolff Financial Management Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 07/09/2025 | ||
| 13F-HR | Wolff Financial Management Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/24/2025 | ||
| 13F-HR | Wolff Financial Management Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 01/21/2025 | ||
| 13F-HR | Trevian Wealth Management Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 10/30/2023 |
