EDGAR Filing Agent Form List
CIK: 0001831263
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| N-PX | Jeppson Wealth Management, Llc | Annual Report of Proxy Voting Record of Registered Man... | 07/29/2025 | ||
| 13F-HR | Jeppson Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 07/15/2025 | ||
| 13F-HR | Patron Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/24/2025 | ||
| 13F-HR | Jeppson Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/24/2025 | ||
| 13F-HR | Patron Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 11/05/2024 | ||
| 13F-HR | Bnc Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/19/2021 | ||
| 13F-HR | Ridgecrest Wealth Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/19/2021 | ||
| 13F-HR | Paces Ferry Wealth Advisors, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/19/2021 |
