ML & R WEALTH MANAGEMENT LLC

Business address
401 Congress Avenue, Suite 1100, Austin, TX, 78701
Top securities (13F)
DFUS, DFUV, DFAT, DFAS, DFIV, DFAC, IWB, AVUS, IWR, DFAX, AVLV, DFAE, AAPL, DISV, AVUV, EFA, AVDV, SPY, XOM, and IVV
State of incorporation
TX
Fiscal year end
31 December
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ML & R WEALTH MANAGEMENT LLC has filed 10 SEC EDGAR filings since 02 Feb 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 May 2024 31 Mar 2024 028-21571
13F-HR Open Document Open Filing 09 Feb 2024 31 Dec 2023 028-21571
13F-HR Open Document Open Filing 02 Nov 2023 30 Sep 2023 028-21571
13F-HR Open Document Open Filing 08 Aug 2023 30 Jun 2023 028-21571
13F-HR Open Document Open Filing 05 May 2023 31 Mar 2023 028-21571
13F-HR Open Document Open Filing 06 Feb 2023 31 Dec 2022 028-21571
13F-HR Open Document Open Filing 26 Oct 2022 30 Sep 2022 028-21571
13F-HR Open Document Open Filing 25 Jul 2022 30 Jun 2022 028-21571
13F-HR Open Document Open Filing 18 Apr 2022 31 Mar 2022 028-21571
13F-HR Open Document Open Filing 02 Feb 2022 31 Dec 2021 028-21571