Filer Snapshot

TPB WEALTH ADVISORS SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001719203.

Entity Type

Company

Total Filings

11

Latest Filing

23 May 2023

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 23 May 2023 for CIK 0001719203.

View Source Filing
Business address
1900 Nw Loop 410, San Antonio, TX, 78213
Top securities (13F)
IVV, TLT, IWB, TIP, IAU, VOO, HYG, AAPL, IEFA, RPV, KWEB, GSG, VEA, TMF, ICLN, HDV, IJR, FINX, FTAI, and VNM
State of incorporation
TX
Fiscal year end
31 December
Former names
ASPIREON WEALTH ADVISORS (to 29 Jul 2022)

Quick Takeaways

  • TPB WEALTH ADVISORS is an SEC filer tracked under CIK 0001719203.
  • 11 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 23 May 2023.
  • Report period: 31 Mar 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

13F-HR filed on 23 May 2023 for CIK 0001719203.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for TPB WEALTH ADVISORS.

Latest source-backed update
13F-HR filed 23 May 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 23 May 2023.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for TPB WEALTH ADVISORS

New filing available

Latest 13F period: Q1 2023. Open the source-backed page to inspect the fresh filing or facts context.

Update date

23 May 2023

Page type

Filer profile

Latest period

Q1 2023

Institutional portfolio context was refreshed from a 13F filing filed on 23 May 2023.

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Benchmark Context

Benchmark context for this company

TPB WEALTH ADVISORS 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.

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Why this is notable

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Filer Overview

TPB WEALTH ADVISORS has filed 11 SEC EDGAR filings since 23 Feb 2021. Common forms include 13F-HR, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for TPB WEALTH ADVISORS 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 23 May 2023 31 Mar 2023 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2023 31 Dec 2022 028-21068
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 18 Nov 2022 30 Sep 2022 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2022 30 Sep 2022 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2022 30 Jun 2022 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2022 31 Mar 2022 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2022 31 Dec 2021 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2021 30 Sep 2021 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Apr 2021 31 Mar 2021 028-21068
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Feb 2021 31 Dec 2020 028-21068

About this filer

TPB WEALTH ADVISORS files with the SEC under CIK 0001719203. 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.