Wealth Enhancement & Preservation of GA, LLC SEC EDGAR Filings (CIK 0001803919)

SEC EDGAR filings, ownership reports, and insider transactions for Wealth Enhancement & Preservation of GA, LLC.

Business address
5755 North Point Parkway, Suite 232, Alpharetta, GA, 30022
Top securities (13F)
SPY, SPLG, QQQM, SPGP, FTCS, DIA, AGG, FIXD, JEPI, SRLN, NUE, HD, AAPL, MSFT, LLY, XOM, WMT, WM, CSX, and LMT
State of incorporation
GA
Fiscal year end
31 December
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Wealth Enhancement & Preservation of GA, LLC has filed 15 SEC EDGAR filings since 27 Feb 2020

Latest Filings

Recent SEC filings for Wealth Enhancement & Preservation of GA, 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 18 Jul 2023 30 Jun 2023 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2023 31 Mar 2023 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2023 31 Dec 2022 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2022 30 Sep 2022 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Sep 2022 30 Jun 2022 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2022 31 Mar 2022 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2022 31 Dec 2021 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Oct 2021 30 Sep 2021 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jul 2021 30 Jun 2021 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Apr 2021 31 Mar 2021 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2021 31 Dec 2020 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Oct 2020 30 Sep 2020 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Sep 2020 30 Jun 2020 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2020 31 Mar 2020 028-20187
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Feb 2020 31 Dec 2019 028-20187

About this filer

Wealth Enhancement & Preservation of GA, LLC files with the SEC under CIK 0001803919. 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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