Cardinal Point Wealth Management Partners, LLC SEC EDGAR Filings (CIK 0001909054)

SEC EDGAR filings, ownership reports, and insider transactions for Cardinal Point Wealth Management Partners, LLC.

Business address
19200 Von Karman Avenue, Suite 600, Irvine, CA, 92612
State of incorporation
DE
Fiscal year end
31 December
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Cardinal Point Wealth Management Partners, LLC has filed 8 SEC EDGAR filings since 10 Feb 2022

Latest Filings

Recent SEC filings for Cardinal Point Wealth Management Partners, LLC including 13F-HR/A, 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 21 Jun 2023 31 Dec 2022 028-21751
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 21 Jun 2023 31 Mar 2023 028-21751
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2023 31 Mar 2023 028-21751
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2023 31 Dec 2022 028-21751
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Nov 2022 30 Sep 2022 028-21751
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2022 30 Jun 2022 028-21751
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2022 31 Mar 2022 028-21751
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2022 31 Dec 2021 028-21751

About this filer

Cardinal Point Wealth Management Partners, LLC files with the SEC under CIK 0001909054. 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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