Entity Type
Company
- Info
- Portfolio
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Vericrest Private Wealth SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001912300.
Total Filings
4
Latest Filing
12 Mar 2026
Industry
n/a
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- Business address
- 41 University Drive, Suite 400, Newtown, PA, 18940
- Top securities (13F)
- IVV, AGG, IEFA, AAPL, QGRW, IEMG, MTGP, ITOT, IJR, IJH, SPY, DDWM, WTV, META, NVDA, LQD, MSFT, MUB, SPDW, and UPS
- State of incorporation
- DE
- Fiscal year end
- 31 December
Quick Takeaways
- Vericrest Private Wealth is an SEC filer tracked under CIK 0001912300.
- 4 filings are listed on this profile.
- Common form coverage includes 13F-HR.
What Changed
- Latest filing: 13F-HR filed on 12 Mar 2026.
- Report period: 31 Dec 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
Vericrest Private Wealth has filed 4 SEC EDGAR filings since 18 Feb 2022. Common forms include 13F-HR.
Latest Filings
Recent SEC filings for Vericrest Private Wealth with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 12 Mar 2026 | 31 Dec 2025 | 028-22294 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Aug 2022 | 30 Jun 2022 | 028-22294 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 May 2022 | 31 Mar 2022 | 028-22294 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Feb 2022 | 31 Dec 2021 | 028-22294 |
About this filer
Vericrest Private Wealth files with the SEC under CIK 0001912300. 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.