Wagner Wealth Management, LLC has filed its quarterly 13F-HR report with the SEC, detailing its investment holdings as of September 30, 2026. This filing is crucial as it provides insights into the company's portfolio and investment strategies, which can influence market trends and investor behavior.
Wagner Wealth Management operates in the investment management sector, focusing on asset management for institutional clients. The firm has consistently filed 13F-HR reports, with the latest submission dated October 21, 2026. This reflects the company's commitment to transparency and regulatory compliance.
The filing states, "Filing Date: 2026-10-21" and "Period of Report: 2026-09-30," indicating the timeline for the reported holdings. However, specific details about the holdings and investment strategies were not disclosed in the filing.
This update may affect various stakeholders, including clients, investors, and competitors within the investment management industry. By analyzing Wagner's investment choices, competitors can adapt their strategies to remain competitive in the market.
The filing does not say what happens next regarding future disclosures or any potential changes in strategy.
Filing Details
The 13F-HR filing by Wagner Wealth Management, LLC was officially accepted by the SEC on October 21, 2026, at 12:49:52 PM. This timely submission underscores the firm's adherence to regulatory deadlines and its operational efficiency.
Wagner Wealth Management is based in Greenville, South Carolina, with its business address listed as 3 Legacy Park Rd. The firm has been assigned a Central Index Key (CIK) number of 0001728657, which is used to identify the entity in SEC filings.
Company Information
The filing also reveals that Wagner Wealth Management has an Employer Identification Number (EIN) of 383773219 and is incorporated in South Carolina. Its fiscal year ends on December 31, which aligns with many financial institutions' reporting schedules.
While the filing includes essential administrative details, it does not provide specific information regarding the individual securities held, their values, or any significant changes in the investment strategy during the reporting period.