SVA Wealth Management, LLC

Business address
1221 John Q. Hammons Drive, Madison, WI, 53717
Top securities (13F)
SCHM, VXUS, SCHX, JPUS, IJR, AAPL, MSFT, SCHZ, V, VUG, JNJ, VOT, JPM, GOOGL, AMZN, SCHA, IXUS, VOE, VO, and PEP
State of incorporation
WI
Fiscal year end
31 May
Former names
SVA Plumb Wealth Management, LLC (to 06 May 2019)
⭐ Add to watchlist ⭐
SVA Wealth Management, LLC has filed 34 SEC EDGAR filings since 11 Feb 2014

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-15784
13F-HR Open Document Open Filing 27 Oct 2020 30 Sep 2020 028-15784
13F-HR Open Document Open Filing 04 Aug 2020 30 Jun 2020 028-15784
13F-HR Open Document Open Filing 12 May 2020 31 Mar 2020 028-15784
13F-HR Open Document Open Filing 11 Feb 2020 31 Dec 2019 028-15784
13F-HR Open Document Open Filing 07 Nov 2019 30 Sep 2019 028-15784
13F-HR Open Document Open Filing 13 Aug 2019 30 Jun 2019 028-15784
13F-HR Open Document Open Filing 06 May 2019 31 Mar 2019 028-15784
13F-HR Open Document Open Filing 11 Feb 2019 31 Dec 2018 028-15784
SC 13G Open Document Open Filing SC 13G 31 Jan 2019
SC 13G Open Document Open Filing SC 13G 31 Jan 2019
13F-HR Open Document Open Filing 13 Nov 2018 30 Sep 2018 028-15784
13F-HR Open Document Open Filing 13 Aug 2018 30 Jun 2018 028-15784
13F-HR Open Document Open Filing 10 May 2018 31 Mar 2018 028-15784
13F-HR Open Document Open Filing 12 Feb 2018 31 Dec 2017 028-15784
SC 13G/A Open Document Open Filing SCHEDULE 13G AMENDMENT 29 Jan 2018
SC 13G Open Document Open Filing SC 13G 29 Jan 2018
13F-HR Open Document Open Filing 13 Nov 2017 30 Sep 2017 028-15784
13F-HR Open Document Open Filing 10 Aug 2017 30 Jun 2017 028-15784
13F-HR Open Document Open Filing 10 May 2017 31 Mar 2017 028-15784
13F-HR Open Document Open Filing 14 Feb 2017 31 Dec 2016 028-15784
SC 13G Open Document Open Filing SC 13G 08 Feb 2017
13F-HR Open Document Open Filing 14 Nov 2016 30 Sep 2016 028-15784
13F-HR Open Document Open Filing 12 Aug 2016 30 Jun 2016 028-15784
13F-HR Open Document Open Filing 09 May 2016 31 Mar 2016 028-15784
13F-HR Open Document Open Filing 09 Feb 2016 31 Dec 2015 028-15784
13F-HR Open Document Open Filing 12 Nov 2015 30 Sep 2015 028-15784
13F-HR Open Document Open Filing 12 Aug 2015 30 Jun 2015 028-15784
13F-HR Open Document Open Filing 14 May 2015 31 Mar 2015 028-15784
13F-HR Open Document Open Filing 11 Feb 2015 31 Dec 2014 028-15784
13F-HR Open Document Open Filing 12 Nov 2014 30 Sep 2014 028-15784
13F-HR Open Document Open Filing 13 Aug 2014 30 Jun 2014 028-15784
13F-HR Open Document Open Filing 14 May 2014 31 Mar 2014 028-15784
13F-HR Open Document Open Filing 11 Feb 2014 31 Dec 2013 028-15784