EDGAR Filing Agent Form List
CIK: 0001767151
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| N-PX | Outlook Wealth Advisors, Llc | Annual Report of Proxy Voting Record of Registered Man... | 08/12/2025 | ||
| 13F-HR | Outlook Wealth Advisors, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/11/2025 | ||
| 13F-HR | Elevation Point Wealth Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/16/2025 | ||
| 13F-HR | Strategic Wealth Investment Group, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/14/2025 | ||
| 13F-HR | Outlook Wealth Advisors, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 04/14/2025 | ||
| 13F-HR | Mount Yale Investment Advisors, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 10/23/2024 |
