Fusion Family Wealth, LLC SEC EDGAR Filings (CIK 0001696209)

SEC EDGAR filings, ownership reports, and insider transactions for Fusion Family Wealth, LLC.

Business address
88 Froehlich Farm Blvd., Suite 401, Woodbury, NY, 11797
Top securities (13F)
VOO, RWL, VEA, VB, VWO, IEMG, RWJ, RWK, QQQ, IEFA, BSCS, BSCQ, QQQM, IVV, IJR, VV, VSS, SPY, VO, and EMXC
Top holdings (Schedule 13G)
RWK
State of incorporation
DE
Fiscal year end
31 December
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Fusion Family Wealth, LLC has filed 57 SEC EDGAR filings since 09 Feb 2017

Latest Filings

Recent SEC filings for Fusion Family Wealth, LLC including 13F-HR, SCHEDULE 13G, N-PX and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2026 31 Dec 2025 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2025 30 Sep 2025 028-17657
SCHEDULE 13G Open SCHEDULE 13G document View SEC filing for SCHEDULE 13G 30 Jul 2025
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2025 30 Jun 2025 028-17657
N-PX Open N-PX document View SEC filing for N-PX 14 Jul 2025 30 Jun 2025 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2025 31 Mar 2025 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2025 31 Dec 2024 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2024 30 Sep 2024 028-17657
N-PX Open N-PX document View SEC filing for N-PX 20 Aug 2024 30 Jun 2024 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2024 30 Jun 2024 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2024 31 Mar 2024 028-17657
SC 13G Open SC 13G document View SEC filing for SC 13G 30 Jan 2024
SC 13G Open SC 13G document View SEC filing for SC 13G 30 Jan 2024
SC 13G Open SC 13G document View SEC filing for SC 13G 30 Jan 2024
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2024 31 Dec 2023 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2023 30 Sep 2023 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2023 30 Jun 2023 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2023 31 Mar 2023 028-17657
SC 13G Open SC 13G document View SEC filing for SC 13G RWL 13 Feb 2023
SC 13G Open SC 13G document View SEC filing for SC 13G RWK 13 Feb 2023
SC 13G Open SC 13G document View SEC filing for SC 13G RWJ 13 Feb 2023
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2023 31 Dec 2022 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2022 30 Sep 2022 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jul 2022 30 Jun 2022 028-17657
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A RWK 08 Jul 2022 005-91302
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2022 31 Mar 2022 028-17657
SC 13G Open SC 13G document View SEC filing for SC 13G RWK 08 Feb 2022 005-91302
SC 13G Open SC 13G document View SEC filing for SC 13G RWJ 08 Feb 2022 005-91302
SC 13G Open SC 13G document View SEC filing for SC 13G RWL 08 Feb 2022 005-91302
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jan 2022 31 Dec 2021 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2021 30 Sep 2021 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2021 30 Jun 2021 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Apr 2021 31 Mar 2021 028-17657
SC 13G Open SC 13G document View SEC filing for SC 13G 09 Feb 2021
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2021 31 Dec 2020 028-17657
SC 13G Open SC 13G document View SEC filing for SC 13G 08 Feb 2021
SC 13G Open SC 13G document View SEC filing for SC 13G 08 Feb 2021
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2020 30 Sep 2020 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2020 30 Jun 2020 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2020 31 Mar 2020 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2020 31 Dec 2019 028-17657
SC 13G Open SC 13G document View SEC filing for SC 13G 27 Jan 2020 005-91302
SC 13G Open SC 13G document View SEC filing for SC 13G 27 Jan 2020 005-91302
SC 13G Open SC 13G document View SEC filing for SC 13G 27 Jan 2020 005-91302
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2019 30 Sep 2019 028-17657
SC 13G Open SC 13G document View SEC filing for SC 13G 09 Oct 2019
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2019 30 Jun 2019 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2019 31 Mar 2019 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jan 2019 31 Dec 2018 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2018 30 Sep 2018 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Aug 2018 30 Jun 2018 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2018 31 Mar 2018 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2018 31 Dec 2017 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2017 30 Sep 2017 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2017 30 Jun 2017 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2017 31 Mar 2017 028-17657
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2017 31 Dec 2016 028-17657

About this filer

Fusion Family Wealth, LLC files with the SEC under CIK 0001696209. 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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