Entity Type
Company
- Info
- Portfolio
Filer Snapshot
BDO Wealth Advisors, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001713458.
Total Filings
27
Latest Filing
01 Aug 2023
Industry
n/a
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Start with the latest filings table, then open the strongest context page for this filer.
- Use the filings table to verify the newest submission, form type, and report period.
- Open the deeper context page only when this filer actually has insider or ownership signal.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 01 Aug 2023 for CIK 0001713458.
- Business address
- 1301 Riverplace Blvd., Suite 900, Jacksonville, FL, 32207
- Top securities (13F)
- IEFA, RSP, EFA, IJH, IVV, IEMG, AAPL, MINT, VCSH, MDY, BAC, VWO, IXUS, EMXC, IVE, MSFT, SPY, EEM, IVW, and VEA
Quick Takeaways
- BDO Wealth Advisors, LLC is an SEC filer tracked under CIK 0001713458.
- 27 filings are listed on this profile.
- Common form coverage includes 13F-HR, 13F-HR/A.
What Changed
- Latest filing: 13F-HR filed on 01 Aug 2023.
- Report period: 30 Jun 2023.
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.
Source Evidence
Source: SEC Form 13F
View Source Filing
13F-HR filed on 01 Aug 2023 for CIK 0001713458.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for BDO Wealth Advisors, LLC.
- Latest source-backed update
- 13F-HR filed 01 Aug 2023
- Why come back
- Revisit after a new SEC filing appears to compare the updated record with prior filings.
- Latest filing on record: 13F-HR filed 01 Aug 2023.
- Save this filer if you want a stable place to return after the next filing cycle.
- Open the latest filing table or ownership context to verify what changed.
Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.
Latest update
What changed recently for BDO Wealth Advisors, LLC
Latest 13F period: Q2 2023. Open the source-backed page to inspect the fresh filing or facts context.
Update date
01 Aug 2023
Page type
Filer profile
Latest period
Q2 2023
Institutional portfolio context was refreshed from a 13F filing filed on 01 Aug 2023.
Benchmark Context
Benchmark context for this company
BDO Wealth Advisors, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.
Compared with
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Why this is notable
Latest 13F period: Q2 2023. That gives you a fresh baseline before you compare this company with peers.
- Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
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Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.
Filer Overview
BDO Wealth Advisors, LLC has filed 27 SEC EDGAR filings since 08 Aug 2017. Common forms include 13F-HR, 13F-HR/A.
Latest Filings
Recent SEC filings for BDO Wealth Advisors, LLC with direct links to document and filing folders.
About this filer
BDO Wealth Advisors, LLC files with the SEC under CIK 0001713458. 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.