WealthOne, LLC SEC EDGAR Filings (CIK 0001763608)

SEC EDGAR filings, ownership reports, and insider transactions for WealthOne, LLC.

Business address
6 Tower Place, Albany, NY, 12203
Top securities (13F)
VTV, VUG, AAPL, SMMD, XLK, LMBS, HDV, XLY, VO, DGRO, COWZ, CORP, VB, MSFT, XLV, XLC, VTI, XLF, DFUS, and IEMG
State of incorporation
NY
Fiscal year end
31 December
Former names
Wealthpoint, LLC (to 18 Oct 2022), Capital Financial Planning, LLC (to 27 Apr 2021)
⭐ Add to watchlist ⭐
WealthOne, LLC has filed 20 SEC EDGAR filings since 15 Feb 2019

Latest Filings

Recent SEC filings for WealthOne, 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 12 Oct 2023 30 Sep 2023 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2023 30 Jun 2023 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2023 31 Mar 2023 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2023 31 Dec 2022 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Oct 2022 30 Sep 2022 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2022 30 Jun 2022 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2022 31 Mar 2022 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2022 31 Dec 2021 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Nov 2021 30 Sep 2021 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jul 2021 30 Jun 2021 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2021 31 Mar 2021 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2021 31 Dec 2020 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2020 30 Sep 2020 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2020 30 Jun 2020 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Apr 2020 31 Mar 2020 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2020 31 Dec 2019 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2019 30 Sep 2019 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2019 30 Jun 2019 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2019 31 Mar 2019 028-19406
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2019 31 Dec 2018 028-19406

About this filer

WealthOne, LLC files with the SEC under CIK 0001763608. 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