Advisorassist, Llc /fa
EDGAR Filing Agent Form List
CIK: 0001951757
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Independent Family Office, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/15/2026 | ||
| 13F-HR | Pitti Group Wealth Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/15/2026 | ||
| 13F-HR | Legacy Capital Wealth Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/15/2026 | ||
| 13F-HR | Round Rock Advisors Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/15/2026 | ||
| 13F-HR | Pack Private Wealth, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/15/2026 | ||
| 13F-HR | Wealth Alliance, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/14/2026 | ||
| 13F-HR | Phillips Wealth Planners Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/14/2026 | ||
| 13F-HR | Monte Financial Group, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/14/2026 | ||
| 13F-HR | Meridian Wealth Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/14/2026 | ||
| 13F-HR | Meridian Wealth Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/14/2026 | ||
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