Filer Snapshot

Lebenthal Wealth Advisors, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001633884.

Entity Type

Company

Total Filings

7

Latest Filing

11 Aug 2016

Industry

n/a

Save or continue research

Save this filer for return loops, then jump into the latest filing evidence.

Save this research page

Create a free account to save this filer and follow future SEC filing updates.

Create account to save this page
Review latest filings on this page Browse SEC filer directory
Business address
230 Park Avenue, 32 Nd Floor, New York, NY, 10169
Top securities (13F)
IVW, CMCSA, IWF, VIG, PFE, GE, WFC, JNJ, VZ, AAPL, HD, UNH, NEE, JPM, BMY, XOM, V, PG, MSFT, and UTX
State of incorporation
DE
Fiscal year end
31 December

Sponsored

Quick Takeaways

  • Lebenthal Wealth Advisors, LLC is an SEC filer tracked under CIK 0001633884.
  • 7 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-NT.

What Changed

  • Latest filing: 13F-HR filed on 11 Aug 2016.
  • Report period: 30 Jun 2016.

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

Official SEC Source

SEC EDGAR submissions for CIK 0001633884.

See Original Filing

Filer Overview

Lebenthal Wealth Advisors, LLC has filed 7 SEC EDGAR filings since 23 Feb 2015. Common forms include 13F-HR, 13F-NT.

Latest 13F filings

Latest Filings

Recent SEC filings for Lebenthal Wealth Advisors, 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 11 Aug 2016 30 Jun 2016 028-16824
13F-NT Open 13F-NT document View SEC filing for 13F-NT 20 Apr 2016 31 Mar 2016 028-16824
13F-NT Open 13F-NT document View SEC filing for 13F-NT 25 Jan 2016 31 Dec 2015 028-16824
13F-NT Open 13F-NT document View SEC filing for 13F-NT 12 Nov 2015 30 Sep 2015 028-16824
13F-NT Open 13F-NT document View SEC filing for 13F-NT 04 Aug 2015 30 Jun 2015 028-16824
13F-NT Open 13F-NT document View SEC filing for 13F-NT 13 May 2015 31 Mar 2015 028-16824
13F-NT Open 13F-NT document View SEC filing for 13F-NT 23 Feb 2015 31 Dec 2014 028-16824

About this filer

Lebenthal Wealth Advisors, LLC files with the SEC under CIK 0001633884. 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.

Sponsored