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.

SEC EDGAR filings, ownership reports, and insider transactions for SWM Advisors.

Business address: One Beach Drive Se, Suite 301, St. Petersburg, FL, 33701
Top securities (13F): VOO, VEA, VXF, FLOT, ICSH, BSV, BIV, EMXC, TSLA, AAPL, TTD, VMBS, CTLT, WD, MELI, TMO, IBDQ, IBDR, QQQ, and DHR
State of incorporation: FL
Fiscal year end: 31 December

SWM Advisors has filed 5 SEC EDGAR filings since 10 Feb 2022

Recent SEC filings for SWM Advisors including 13F-HR, 13F-HR/A.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Oct 2022	30 Sep 2022	028-21730
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	08 Jul 2022	30 Jun 2022	028-21730
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	12 Apr 2022	31 Mar 2022	028-21730
13F-HR/A	Open 13F-HR/A document	View SEC filing for 13F-HR/A	10 Feb 2022	31 Dec 2021	028-21730
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	10 Feb 2022	31 Dec 2021	028-21730

SWM Advisors files with the SEC under CIK 0001874081. This page aggregates EDGAR filings and related ownership activity.

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.