TSA Wealth Management LLC has filed its quarterly report, known as a 13F-HR, detailing its investment holdings as of September 30, 2026. This filing is crucial as it offers a glimpse into the company's portfolio and investment strategies, which can influence market perceptions and decisions.
Background
TSA Wealth Management LLC is a financial services firm based in Houston, Texas. The company specializes in wealth management and investment advisory services. The firm has been active in filing with the SEC, with its most recent filings including a 13F-HR on October 22, 2026, and previous submissions throughout 2026.
What the Filing Says
The filing, submitted on October 22, 2026, indicates that TSA Wealth Management is complying with regulatory requirements by reporting its holdings. However, specific details regarding the contents of the portfolio were not disclosed in the filing.
Impact
This filing may affect various stakeholders, including investors, analysts, and competitors in the wealth management sector. By revealing its investment strategy, TSA Wealth Management could influence market trends and provide insights for other firms in the industry.
What's Next
The filing does not say what happens next.
Filing Details
The 13F-HR filing was officially accepted on October 22, 2026, at 15:05:48, indicating that TSA Wealth Management LLC is adhering to the regulatory timeline for reporting. The report covers the period ending September 30, 2026, which is significant for investors looking to understand the firm's recent investment decisions.
Contact Information
TSA Wealth Management LLC has provided its mailing and business address as 5718 Westheimer Rd, Suite 950, Houston, TX 77057. This location serves as the firm's operational hub, where clients can access their wealth management services.
Company Identification
The filing identifies TSA Wealth Management LLC with a Central Index Key (CIK) of 0001963669. The firm has an Employer Identification Number (EIN) of 880986381 and is incorporated in Texas. The fiscal year for the company ends on December 31, which is relevant for stakeholders tracking annual performance and reporting.
Document Availability
The filing includes multiple document formats, such as primary documents and an information table, which can be accessed through the SEC's EDGAR database. The primary document is available in both HTML and XML formats, providing flexibility for users seeking specific data points from the report.
Note: The filing does not include specific details about the investment holdings or strategies employed by TSA Wealth Management LLC, which would provide further insights into the firm's market positioning.