ATWCX SEC Filings — AB Tax-Managed Wealth Appreciation Strategy
Data updated: 2026-09-09
53 SEC filings are listed: 16 prospectuses (latest Dec 29, 2025), 28 quarterly N-PORT holdings reports (latest Aug 26, 2026) and 9 annual N-CEN reports (latest Sep 9, 2026).
ATWCX Prospectus (485BPOS / 497)
Objective, strategy, fees and risks. 16 filings on SEC EDGAR.
- Filed Dec 29, 2025 · 485BPOS
- Filed Dec 26, 2024 · 485BPOS
- Filed Dec 29, 2023 · 485BPOS
- Filed Dec 28, 2022 · 485BPOS
- Filed Dec 1, 2021 · 485BPOS
- Filed Dec 29, 2020 · 485BPOS
- Filed Jan 10, 2020 · 485BPOS
- Filed Jan 18, 2019 · 485BPOS
- Filed Jan 19, 2018 · 485BPOS
- Filed Jul 24, 2017 · 497
- Filed Jan 15, 2016 · 485BPOS
- Filed Jan 21, 2015 · 485BPOS
- Filed Aug 13, 2014 · 485BPOS
- Filed Jan 13, 2014 · 485BPOS
- Filed Jan 18, 2013 · 485BPOS
- Filed Jan 17, 2012 · 485BPOS
ATWCX Portfolio holdings (N-PORT)
Full holdings and monthly flows, filed quarterly. 28 filings on SEC EDGAR.
- Filed Aug 26, 2026
- Filed Jul 24, 2026
- Filed Apr 24, 2026
- Filed Jan 23, 2026
- Filed Oct 27, 2025
- Filed Jul 25, 2025
- Filed Apr 28, 2025
- Filed Jan 23, 2025
- Filed Oct 24, 2024
- Filed Jul 24, 2024
- Filed Apr 24, 2024
- Filed Jan 25, 2024
- Filed Oct 25, 2023
- Filed Jul 25, 2023
- Filed Apr 25, 2023
- Filed Jan 30, 2023
- Filed Oct 25, 2022
- Filed Jul 25, 2022
- Filed Apr 18, 2022
- Filed Jan 20, 2022
- Filed Oct 13, 2021
- Filed Jul 23, 2021
- Filed Apr 12, 2021
- Filed Jan 25, 2021
- Filed Oct 13, 2020
- Filed Jul 28, 2020
- Filed Apr 7, 2020
- Filed Jan 28, 2020
ATWCX Annual census (N-CEN)
Service providers, brokerage and operations. 9 filings on SEC EDGAR.
Browse every AB Tax-Managed Wealth Appreciation Strategy filing on SEC EDGAR
Data Sources
ABC INVEST compiles this page from public filings made to the U.S. Securities and Exchange Commission (SEC) through EDGAR: portfolio holdings and monthly cashflows from Form N-PORT, expenses and returns from fund prospectuses (Form 485BPOS) and the SEC DERA Risk/Return Summary data sets, and annual data from Form N-CEN.
For information only. Not investment advice: figures are as reported in SEC filings and may contain errors or be out of date. Past performance does not guarantee future results.