Liquid Strategies, LLC SEC EDGAR Filings (CIK 0001774727)

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

Business address
3550 Lenox Road, Suite 2550, Atlanta, GA, 30326
Top securities (13F)
VOO, VCSH, AGG, MUB, IEFA, IJR, and IEMG
State of incorporation
DE
Fiscal year end
31 December
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Liquid Strategies, LLC has filed 33 SEC EDGAR filings since 29 Apr 2019

Latest Filings

Recent SEC filings for Liquid Strategies, LLC including 40-APP/A, 40-APP, 13F-HR and more.

Form type Document Filing Description Filing date Reporting date File number(s)
40-APP/A Open 40-APP/A document View SEC filing for 40-APP/A 40-APP-A 30 Dec 2025 812-15930-02
40-APP Open 40-APP document View SEC filing for 40-APP EXEMPTIVE APPLICATION 28 Oct 2025 812-15930-02
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2025 30 Sep 2025 028-19695
N-PX Open N-PX document View SEC filing for N-PX 15 Aug 2025 30 Jun 2025 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2025 30 Jun 2025 028-19695
40-APP/A Open 40-APP/A document View SEC filing for 40-APP/A DENALI/NIAGARA 40-APP/A 16 Jul 2025 812-15620-03
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2025 31 Mar 2025 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2025 31 Dec 2024 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-19695
N-PX Open N-PX document View SEC filing for N-PX 30 Aug 2024 30 Jun 2024 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2024 31 Mar 2024 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2024 31 Dec 2023 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2023 31 Mar 2023 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2023 31 Dec 2022 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2022 30 Sep 2022 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 30 Jun 2022 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2022 31 Mar 2022 028-19695
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 03 Feb 2022 31 Dec 2021 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2022 31 Dec 2021 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2021 30 Sep 2021 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2021 30 Jun 2021 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2021 31 Mar 2021 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2021 31 Dec 2020 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2020 30 Sep 2020 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2020 30 Jun 2020 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2020 31 Mar 2020 028-19695
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2020 31 Dec 2019 028-19695
APP ORDR Open APP ORDR document View SEC filing for APP ORDR 21 Aug 2019 812-15026
APP NTC Open APP NTC document View SEC filing for APP NTC 25 Jul 2019 812-15026
40-APP Open 40-APP document View SEC filing for 40-APP EXEMPTIVE APPLICATION 29 Apr 2019 812-15026

About this filer

Liquid Strategies, LLC files with the SEC under CIK 0001774727. 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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