EDGAR Filing Agent Form List
CIK: 0001975550
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| N-PX | Channel Wealth Llc | Annual Report of Proxy Voting Record of Registered Man... | 07/29/2025 | ||
| 13F-HR | Channel Wealth Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/10/2025 | ||
| 13F-HR | Channel Wealth Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 01/15/2025 | ||
| 13F-HR | Bnc Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 10/31/2024 | ||
| 13F-HR | Defined Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 10/31/2024 | ||
| 13F-HR | Jackson Square Capital, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 10/31/2024 | ||
| 13F-HR | Ridgecrest Wealth Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/05/2024 | ||
| 13F-HR | Defined Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/05/2024 | ||
| 13F-HR | Bnc Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/05/2024 | ||
| 13F-HR | Jackson Square Capital, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/05/2024 |
