Charles Carroll Financial Partners, LLC SEC EDGAR Filings (CIK 0001899059)

SEC EDGAR filings, ownership reports, and insider transactions for Charles Carroll Financial Partners, LLC.

Business address
17 Rocky Nook Avenue, Kingston, MA, 02364
Top securities (13F)
AAPL, URI, GOOG, MSFT, BLK, JPM, INTU, V, ADBE, UNH, META, BA, NFLX, CRWD, CRM, AMG, AMZN, BRKB, ICE, and BAC
State of incorporation
VA
Fiscal year end
31 December
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Charles Carroll Financial Partners, LLC has filed 9 SEC EDGAR filings since 21 Jan 2022

Latest Filings

Recent SEC filings for Charles Carroll Financial Partners, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2024 31 Dec 2023 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2023 30 Jun 2023 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2023 31 Mar 2023 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2023 31 Dec 2022 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2022 30 Jun 2022 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2022 31 Mar 2022 028-21472
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2022 31 Dec 2021 028-21472

About this filer

Charles Carroll Financial Partners, LLC files with the SEC under CIK 0001899059. 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.

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