THEORY FINANCIAL LLC SEC EDGAR Filings (CIK 0001899158)

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

Business address
2580 Harmony Road, Suite 201, Fort Collins, CO, 80528
Top securities (13F)
SCHZ, XLC, VFH, MBB, IGIB, QUAL, HYLB, SCHP, GRNY, VXUS, DYNF, EZM, SPLG, IVW, SOXX, PTF, VGT, QQQM, XLG, and IVE
State of incorporation
WA
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THEORY FINANCIAL LLC has filed 15 SEC EDGAR filings since 14 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 29 Oct 2025 30 Sep 2025 028-22168
13F-HR Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-22168
13F-HR Open Document Open Filing 02 May 2025 31 Mar 2025 028-22168
13F-HR Open Document Open Filing 04 Feb 2025 31 Dec 2024 028-22168
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-22168
13F-HR Open Document Open Filing 24 Jul 2024 30 Jun 2024 028-22168
13F-HR Open Document Open Filing 13 May 2024 31 Mar 2024 028-22168
13F-HR Open Document Open Filing 07 Feb 2024 31 Dec 2023 028-22168
13F-HR Open Document Open Filing 15 Nov 2023 30 Sep 2023 028-22168
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-22168
13F-HR Open Document Open Filing 12 May 2023 31 Mar 2023 028-22168
13F-HR Open Document Open Filing 08 Feb 2023 31 Dec 2022 028-22168
13F-HR Open Document Open Filing 10 Aug 2022 30 Jun 2022 028-22168
13F-HR Open Document Open Filing 12 May 2022 31 Mar 2022 028-22168
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-22168