Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001807060-26-000003
Filing Date
2026-05-08
Accepted
2026-05-08 09:52:56
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1987
2 13shpq1.html INFORMATION TABLE  
2 13shpq1.xml INFORMATION TABLE 842720
  Complete submission text file 0001807060-26-000003.txt   845895
Mailing Address 225 WATER ST C210 PLYMOUTH MA 02360
Business Address 225 WATER ST C210 PLYMOUTH MA 02360 5087462400
SHP Wealth Management (Filer) CIK: 0001807060 (see all company filings)

EIN.: 472608816 | State of Incorp.: MA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-26739 | Film No.: 26956477