TPB WEALTH ADVISORS SEC EDGAR Filings (CIK 0001719203)

SEC EDGAR filings, ownership reports, and insider transactions for TPB WEALTH ADVISORS.

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)
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TPB WEALTH ADVISORS has filed 11 SEC EDGAR filings since 23 Feb 2021

Latest Filings

Recent SEC filings for TPB WEALTH ADVISORS including 13F-HR, 13F-HR/A.

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.

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