Entity Type
Company
- Info
- Portfolio
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Surevest, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001593842.
Total Filings
16
Latest Filing
14 Nov 2022
Industry
n/a
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- Business address
- 1880 Century Park East, Suite 1020, Los Angeles, CA, 90067
- Top securities (13F)
- IWF, AGG, IXUS, ACWX, AAPL, ILCV, VWO, SMMD, ILCB, PANW, ILCG, CVX, MSFT, GPC, PM, WPC, SPY, GIS, NOC, and AMZN
- Fiscal year end
- 31 December
- Former names
- Surevest Inc. (to 14 Jan 2020)
Quick Takeaways
- Surevest, LLC is an SEC filer tracked under CIK 0001593842.
- 16 filings are listed on this profile.
- Common form coverage includes 13F-HR.
What Changed
- Latest filing: 13F-HR filed on 14 Nov 2022.
- Report period: 30 Sep 2022.
Why This Matters
- 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.
Official SEC Source
Filer Overview
Surevest, LLC has filed 16 SEC EDGAR filings since 20 Feb 2019. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for Surevest, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Nov 2022 | 30 Sep 2022 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Aug 2022 | 30 Jun 2022 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 May 2022 | 31 Mar 2022 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 11 Feb 2022 | 31 Dec 2021 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Oct 2021 | 30 Sep 2021 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 06 Aug 2021 | 30 Jun 2021 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 19 Apr 2021 | 31 Mar 2021 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 04 Feb 2021 | 31 Dec 2020 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 Oct 2020 | 30 Sep 2020 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Jul 2020 | 30 Jun 2020 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 Apr 2020 | 31 Mar 2020 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Jan 2020 | 31 Dec 2019 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Oct 2019 | 30 Sep 2019 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 10 Jul 2019 | 30 Jun 2019 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Apr 2019 | 31 Mar 2019 | 028-19426 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 20 Feb 2019 | 31 Dec 2018 | 028-19426 |
About this filer
Surevest, LLC files with the SEC under CIK 0001593842. 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.