Convergent Wealth Advisors SEC EDGAR Filings (CIK 0001491296)

SEC EDGAR filings, ownership reports, and insider transactions for Convergent Wealth Advisors.

Business address
12505 Park Potomac Ave, Suite 400, Potomac, MD, 20854
State of incorporation
DE
Fiscal year end
31 December
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Convergent Wealth Advisors has filed 32 SEC EDGAR filings since 17 May 2010

Latest Filings

Recent SEC filings for Convergent Wealth Advisors including 13F-NT, 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-NT Open 13F-NT document View SEC filing for 13F-NT 09 Nov 2017 30 Sep 2017 028-13933
13F-NT Open 13F-NT document View SEC filing for 13F-NT 02 Aug 2017 30 Jun 2017 028-13933
13F-NT Open 13F-NT document View SEC filing for 13F-NT 11 May 2017 31 Mar 2017 028-13933
13F-NT Open 13F-NT document View SEC filing for 13F-NT 10 Feb 2017 31 Dec 2016 028-13933
13F-NT Open 13F-NT document View SEC filing for 13F-NT 08 Nov 2016 30 Sep 2016 028-13933
13F-NT Open 13F-NT document View SEC filing for 13F-NT 03 Aug 2016 30 Jun 2016 028-13933
13F-NT Open 13F-NT document View SEC filing for 13F-NT 10 May 2016 31 Mar 2016 028-13933
13F-NT Open 13F-NT document View SEC filing for 13F-NT 11 Feb 2016 31 Dec 2015 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2015 30 Sep 2015 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2015 30 Jun 2015 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2015 31 Mar 2015 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2015 31 Dec 2014 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2014 30 Sep 2014 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2014 30 Jun 2014 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2014 31 Mar 2014 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2014 31 Dec 2013 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2013 30 Sep 2013 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2013 30 Jun 2013 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 14 May 2013 31 Mar 2013 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 13 Feb 2013 31 Dec 2012 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 14 Nov 2012 30 Sep 2012 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 14 Aug 2012 30 Jun 2012 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 14 May 2012 31 Mar 2012 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 13 Feb 2012 31 Dec 2011 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 14 Nov 2011 30 Sep 2011 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 11 Aug 2011 30 Jun 2011 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 16 May 2011 31 Mar 2011 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 14 Feb 2011 31 Dec 2010 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 15 Nov 2010 30 Sep 2010 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 16 Aug 2010 30 Jun 2010 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 17 Jun 2010 31 Dec 2009 028-13933
13F-HR Open 13F-HR document View SEC filing for 13F-HR FORM 13F HOLDINGS REPORT 17 May 2010 31 Mar 2010 028-13933

About this filer

Convergent Wealth Advisors files with the SEC under CIK 0001491296. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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