Fiduciary Wealth Partners, LLC SEC EDGAR Filings (CIK 0001666504)

SEC EDGAR filings, ownership reports, and insider transactions for Fiduciary Wealth Partners, LLC.

Business address
2310 Washington Street 3 Rd Floor, Newton, MA, 02462
Top securities (13F)
VOO, VEA, VB, VO, BIV, AAPL, SPY, MSFT, IWD, IWF, QQQ, VTEB, IWV, VWO, NVDA, AMZN, GOOGL, IWB, DIA, and JPM
State of incorporation
DE
Fiscal year end
31 December
⭐ Add to watchlist ⭐
Fiduciary Wealth Partners, LLC has filed 12 SEC EDGAR filings since 12 Feb 2016

Latest Filings

Recent SEC filings for Fiduciary Wealth Partners, LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2026 31 Dec 2025 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2025 30 Sep 2025 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 30 Jun 2025 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2017 30 Sep 2017 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2017 30 Jun 2017 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2017 31 Mar 2017 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2017 31 Dec 2016 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2016 30 Sep 2016 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Sep 2016 30 Jun 2016 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Sep 2016 31 Mar 2016 028-17210
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2016 31 Dec 2015 028-17210

About this filer

Fiduciary Wealth Partners, LLC files with the SEC under CIK 0001666504. 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.

Related pages