Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001956649-26-000002
Filing Date
2026-05-13
Accepted
2026-05-13 14:09:15
Documents
2
Period of Report
2026-03-31
Effectiveness Date
2026-05-13

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1958
2 information_table2026q1.html INFORMATION TABLE  
2 information_table2026q1.xml INFORMATION TABLE 43930
  Complete submission text file 0001956649-26-000002.txt   47129
Mailing Address 11475 GREAT OAKS WAY SUITE 340 ALPHARETTA GA 30022
Business Address 11475 GREAT OAKS WAY SUITE 340 ALPHARETTA GA 30022 7703686033
Daner Wealth Management, LLC (Filer) CIK: 0001956649 (see all company filings)

EIN.: 871977829 | State of Incorp.: GA | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24746 | Film No.: 26972538