EDGAR Filing Agent Form List

CIK: 0001849518
Form Type:
Year
FormFiler/OwnerDescriptionSubject CompanyDateActions
N-PXDefined Wealth Management, LlcAnnual Report of Proxy Voting Record of Registered Man...07/29/2025
13F-HRBnc Wealth Management, LlcInitial Quarterly Form 13F Holdings Report filed by in...04/16/2025
13F-HRDefined Wealth Management, LlcInitial Quarterly Form 13F Holdings Report filed by in...04/16/2025
13F-HRJackson Square Capital, LlcInitial Quarterly Form 13F Holdings Report filed by in...04/16/2025
13F-HRDefined Wealth Management, LlcInitial Quarterly Form 13F Holdings Report filed by in...01/15/2025
13F-HRJackson Square Capital, LlcInitial Quarterly Form 13F Holdings Report filed by in...01/09/2024
13F-HRJackson Square Capital, LlcInitial Quarterly Form 13F Holdings Report filed by in...10/21/2021