Bromfield Sneider Wealth Advisors SEC EDGAR Filings (CIK 0001891795)

SEC EDGAR filings, ownership reports, and insider transactions for Bromfield Sneider Wealth Advisors.

Business address
200 Lowder Brook Drive, Suite 2600, Westwood, MA, 02090
Top securities (13F)
VUG, SPY, VCSH, VBK, SUB, MUB, BIV, EFV, AGG, VBR, IVV, IAGG, VCIT, VONV, DFAS, IVW, VONG, BND, SCZ, and DFAT
State of incorporation
MA
Fiscal year end
31 December
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Bromfield Sneider Wealth Advisors has filed 11 SEC EDGAR filings since 14 Jan 2022

Latest Filings

Recent SEC filings for Bromfield Sneider Wealth Advisors including N-PX, 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open N-PX document View SEC filing for N-PX 01 Jul 2024 30 Jun 2024 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Apr 2024 31 Mar 2024 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Jan 2024 31 Dec 2023 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Oct 2023 30 Sep 2023 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2023 30 Jun 2023 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Apr 2023 31 Mar 2023 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jan 2023 31 Dec 2022 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Oct 2022 30 Sep 2022 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Jul 2022 30 Jun 2022 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2022 31 Mar 2022 028-21447
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2022 31 Dec 2021 028-21447

About this filer

Bromfield Sneider Wealth Advisors files with the SEC under CIK 0001891795. 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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