CW Advisors, LLC SEC EDGAR Filings (CIK 0001904976)

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

Business address
155 Seaport Boulevard, 3 Rd Floor, Boston, MA, 02210
State of incorporation
DE
Fiscal year end
31 December
Former names
Congress Wealth Management LLC / DE / (to 11 Feb 2025)
⭐ Add to watchlist ⭐
CW Advisors, LLC has filed 20 SEC EDGAR filings since 04 Feb 2022

Latest Filings

Recent SEC filings for CW Advisors, LLC including 13F-NT, 13F-NT/A, N-PX and more.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-NT Open 13F-NT document View SEC filing for 13F-NT 17 Feb 2026 31 Dec 2025 028-21594
13F-NT/A Open 13F-NT/A document View SEC filing for 13F-NT/A 18 Nov 2025 30 Sep 2025 028-21594
13F-NT Open 13F-NT document View SEC filing for 13F-NT 13 Nov 2025 30 Sep 2025 028-21594
N-PX Open N-PX document View SEC filing for N-PX 18 Aug 2025 30 Jun 2025 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2025 30 Jun 2025 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2025 31 Mar 2025 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2025 31 Dec 2024 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2024 30 Sep 2024 028-21594
N-PX Open N-PX document View SEC filing for N-PX 19 Aug 2024 30 Jun 2024 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2024 31 Mar 2024 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2024 31 Dec 2023 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2023 30 Sep 2023 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Jul 2023 30 Jun 2023 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Apr 2023 31 Mar 2023 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2023 31 Dec 2022 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Nov 2022 30 Sep 2022 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Aug 2022 30 Jun 2022 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2022 31 Mar 2022 028-21594
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2022 31 Dec 2021 028-21594

About this filer

CW Advisors, LLC files with the SEC under CIK 0001904976. 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.

Related pages