Filer Snapshot

Financial Advisory Group SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001539338.

Entity Type

Company

Total Filings

51

Latest Filing

10 May 2024

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 10 May 2024 for CIK 0001539338.

View Source Filing
Business address
5599 San Felipe, Suite 900, Houston, TX, 77056
Top securities (13F)
VOO, DBEF, SPY, SPDW, IJH, DIA, MDY, GOVT, SLYV, SPTL, AAPL, SCHF, VV, SCHX, QQQ, VUG, RSP, IEF, ARKK, and HEFA
State of incorporation
TX
Fiscal year end
11 December

Key facts

  • Financial Advisory Group is an SEC filer tracked under CIK 0001539338.
  • 51 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

Change

  • Latest filing: 13F-HR filed on 10 May 2024.
  • Report period: 31 Mar 2024.

Research use

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Evidence

Source: SEC Form 13F

13F-HR filed on 10 May 2024 for CIK 0001539338.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Financial Advisory Group.

Latest source-backed update
13F-HR filed 10 May 2024
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 10 May 2024.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Financial Advisory Group

New filing available

Latest 13F period: Q1 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

10 May 2024

Page type

Filer profile

Latest period

Q1 2024

Institutional portfolio context was refreshed from a 13F filing filed on 10 May 2024.

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Benchmark Context

Benchmark context for this company

Financial Advisory Group has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2024. That gives you a fresh baseline before you compare this company with peers.

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Company intelligence

Financial Advisory Group: filings, ownership, insiders

CIK 0001539338. Open the active data lane, then verify the SEC filing behind the row.

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Active modules

2/5

Available company intelligence paths on this page.

Filings

51

SEC submissions provide the evidence trail.

Ownership context

1/3

Insider, large-stake, and institutional ownership lanes.

Return loop

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Return when a new SEC-backed change lands.

Research checks

Latest filing

13F-HR filed 10 May 2024

Ownership lanes

1/3 active

CIK

0001539338

Next review

watch new filing, insider, 13D/G, or 13F change

SEC-verifiable company research path

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SEC filings

Available

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Financial context

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Forms 3/4/5

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Insider activity

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Schedule 13D/G

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Large-stake holders

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Form 13F

Available

Institutional holders

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SEC-verifiable company hub

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Watchlist return triggers

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new company filing insider Form 4 13D/G holder change 13F holder update

Filer Overview

Financial Advisory Group has filed 51 SEC EDGAR filings since 02 Feb 2012. Common forms include 13F-HR, 13F-HR/A.

Financial Advisory Group SEC filings Financial Advisory Group 13F portfolio

Latest Filings

Recent SEC filings for Financial Advisory Group with direct links to document and filing folders.

13F-HR File 028-14635

13F-HR filing

Filing date
10 May 2024
Reporting date
31 Mar 2024
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
13 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
07 Dec 2023
Reporting date
30 Sep 2023
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
09 Aug 2023
Reporting date
30 Jun 2023
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
11 May 2023
Reporting date
31 Mar 2023
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
09 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
10 Aug 2022
Reporting date
30 Jun 2022
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
12 May 2022
Reporting date
31 Mar 2022
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
14 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
09 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
10 Aug 2021
Reporting date
30 Jun 2021
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
14 May 2021
Reporting date
31 Mar 2021
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
12 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
12 Nov 2020
Reporting date
30 Sep 2020
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
13 May 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
03 Feb 2020
Reporting date
31 Dec 2019
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
12 Nov 2019
Reporting date
30 Sep 2019
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
12 Aug 2019
Reporting date
30 Jun 2019
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
13 May 2019
Reporting date
31 Mar 2019
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
07 Feb 2019
Reporting date
31 Dec 2018
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
09 Oct 2018
Reporting date
30 Sep 2018
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
08 Aug 2018
Reporting date
30 Jun 2018
SEC evidence
Open document Open filing
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13F-HR/A File 028-14635

13F-HR/A filing

Filing date
20 Jun 2018
Reporting date
31 Mar 2018
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
14 May 2018
Reporting date
31 Mar 2018
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
13 Feb 2018
Reporting date
31 Dec 2017
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
08 Nov 2017
Reporting date
30 Sep 2017
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
08 Aug 2017
Reporting date
30 Jun 2017
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
12 May 2017
Reporting date
31 Mar 2017
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
05 Jan 2017
Reporting date
31 Dec 2016
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
02 Nov 2016
Reporting date
30 Sep 2016
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
05 Aug 2016
Reporting date
30 Jun 2016
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
13 May 2016
Reporting date
31 Mar 2016
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
11 Feb 2016
Reporting date
31 Dec 2015
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
09 Nov 2015
Reporting date
30 Sep 2015
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
30 Jul 2015
Reporting date
30 Jun 2015
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
29 Apr 2015
Reporting date
31 Mar 2015
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
29 Jan 2015
Reporting date
31 Dec 2014
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
13 Nov 2014
Reporting date
30 Sep 2014
SEC evidence
Open document Open filing
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13F-HR File 028-14635

13F-HR filing

Filing date
12 Aug 2014
Reporting date
30 Jun 2014
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
08 May 2014
Reporting date
31 Mar 2014
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
18 Feb 2014
Reporting date
31 Dec 2013
SEC evidence
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13F-HR File 028-14635

13F-HR filing

Filing date
01 Nov 2013
Reporting date
30 Sep 2013
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
13 Aug 2013
Reporting date
30 Jun 2013
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
13 May 2013
Reporting date
31 Mar 2013
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
13 Feb 2013
Reporting date
31 Dec 2012
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
01 Nov 2012
Reporting date
30 Sep 2012
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
10 Aug 2012
Reporting date
30 Jun 2012
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
13 Apr 2012
Reporting date
31 Mar 2012
SEC evidence
Open document Open filing
Next action
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13F-HR File 028-14635

13F-HR filing

Filing date
02 Feb 2012
Reporting date
31 Dec 2011
SEC evidence
Open document Open filing
Next action
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About this filer

Financial Advisory Group files with the SEC under CIK 0001539338. 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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