EDGAR Filing Agent Form List
CIK: 0001986042
Form Type:
Year
| Form | Filer/Owner | Description | Subject Company | Date | Actions |
|---|---|---|---|---|---|
| 13F-HR | Wfa Of San Diego, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/15/2025 | ||
| 13F-HR | Tandem Wealth Advisors Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/14/2025 | ||
| 13F-HR | Swan Capital Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/14/2025 | ||
| 13F-HR | Strategic Wealth Investment Group, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/14/2025 | ||
| 13F-HR | Paces Ferry Wealth Advisors, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/14/2025 | ||
| 13F-HR | Elevation Point Wealth Partners, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/13/2025 | ||
| 13F-HR | Thrive Capital Management, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 08/08/2025 | ||
| 13F-HR | Swan Capital Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/23/2025 | ||
| 13F-HR | Scarborough Advisors, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/15/2025 | ||
| 13F-HR | Paces Ferry Wealth Advisors, Llc | Initial Quarterly Form 13F Holdings Report filed by in... | 05/14/2025 | ||
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