Entity Type
Company
Filer Snapshot
1 NORTH WEALTH SERVICES LLC
CIK 0001641761. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.
Total Filings
10
Latest Filing
04 May 2026
Industry
n/a
Follow future filing-backed changes
Save this filer to return when a new filing changes the portfolio, large-stake, insider, or company context.
Save and revisit
Save this filer page
Create a free account to keep this page in your watchlists. After verification, we will save it automatically and open your saved research list.
Best next click
Start with the summary below, then verify the strongest source-backed page for this filer.
- Open 13F if you want portfolio holdings.
- Open 13D/G or insider pages only when this CIK has those rows.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 04 May 2026 for CIK 0001641761.
- Business address
- 1997 Annapolis Exchange Pkwy, Suite 250, Annapolis, MD, 21401
- Top securities (13F)
- J P MORGAN EXCHANGE TRADED F, JANUS DETROIT STR TR, VANGUARD SCOTTSDALE FDS, SSGA ACTIVE ETF TR, PGIM ETF TR, ISHARES TR, SPDR GOLD TR, BLACKROCK ETF TRUST II, PACER FDS TR, ISHARES TR, ISHARES INC, J P MORGAN EXCHANGE TRADED F, STATE STR SPDR DOW JONES IND, INVESCO ACTIVELY MANAGED EXC, VANGUARD INTL EQUITY INDEX F, INVESCO QQQ TR, APPLE INC, ISHARES TR, WISDOMTREE TR, and ISHARES TR
- State of incorporation
- MD
- Fiscal year end
- 31 December
Filer intelligence
What SEC filings say about 1 NORTH WEALTH SERVICES LLC
A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.
Quick read
- Latest parsed 13F shows $276.91M across 266 reported holdings for Q1 2026.
- Largest parsed 13F holding: J P MORGAN EXCHANGE TRADED F at $16.29M.
SEC source mix
Counts show available parsed rows, not one combined ownership total.
Top parsed 13F holdings
Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.
J P Morgan Exchange Traded F
$16.29M
Janus Detroit Str Tr
5.6%Janus Detroit Str Tr
$15.64M
Vanguard Scottsdale Fds
$15.41M
Ssga Active Etf Tr
5.1%Ssga Active Etf Tr
$14.05M
Pgim Etf Tr
5%Pgim Etf Tr
$13.82M
Latest update
What changed recently for 1 NORTH WEALTH SERVICES LLC
Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.
Update date
04 May 2026
Page type
Filer profile
Latest period
Q1 2026
Institutional portfolio context was refreshed from a 13F filing filed on 04 May 2026.
Benchmark Context
Benchmark context for this company
1 NORTH WEALTH SERVICES LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.
Why this is notable
Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
- Open the facts page first if you want the cleanest path to verification.
Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
1 NORTH WEALTH SERVICES LLC has filed 10 SEC EDGAR filings since 06 Feb 2019. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for 1 NORTH WEALTH SERVICES LLC with direct links to document and filing folders.
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 04 May 2026
- Reporting date
- 31 Mar 2026
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 13 Feb 2026
- Reporting date
- 31 Dec 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 13 Nov 2025
- Reporting date
- 30 Sep 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 23 Jul 2025
- Reporting date
- 30 Jun 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 15 May 2025
- Reporting date
- 31 Mar 2025
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 12 Feb 2025
- Reporting date
- 31 Dec 2024
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 14 Feb 2020
- Reporting date
- 31 Dec 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 28 Oct 2019
- Reporting date
- 30 Sep 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 08 May 2019
- Reporting date
- 31 Mar 2019
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
13F-HR
File 028-19033
13F-HR filing
- Filing date
- 06 Feb 2019
- Reporting date
- 31 Dec 2018
- SEC evidence
- Open document Open filing
- Next action
- Verify source filing
About this filer
1 NORTH WEALTH SERVICES LLC files with the SEC under CIK 0001641761. This page aggregates EDGAR filings and related ownership activity.
FAQ
- 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.