Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001979372-25-000006
Filing Date
2025-07-16
Accepted
2025-07-16 15:37:25
Documents
2
Period of Report
2025-06-30
Effectiveness Date
2025-07-16

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1941
2 orgwealth06.30.25.html INFORMATION TABLE  
2 orgwealth06.30.25.xml INFORMATION TABLE 5305399
  Complete submission text file 0001979372-25-000006.txt   5308542
Mailing Address 5001 SPRING VALLEY RD, STE 810W DALLAS TX 75244
Business Address 5001 SPRING VALLEY RD, STE 810W DALLAS TX 75244 214-440-3909
ORG Wealth Partners, LLC (Filer) CIK: 0002032602 (see all company filings)

EIN.: 842276694 | State of Incorp.: TX | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-24384 | Film No.: 251127298