FirstPurpose Wealth LLC SEC EDGAR Filings (CIK 0001913420)

SEC EDGAR filings, ownership reports, and insider transactions for FirstPurpose Wealth LLC.

Business address
462 E 800 N, Orem, UT, 84097
Top securities (13F)
DFAU, DFAC, DFAI, DFCF, BND, DFAE, DFAR, PRG, JPST, DFSD, VTIP, AMZN, VGIT, PECO, JNK, MSFT, NCNO, FBND, FSK, and EXR
State of incorporation
UT
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FirstPurpose Wealth LLC has filed 10 SEC EDGAR filings since 24 Feb 2022

Latest Filings

Recent SEC filings for FirstPurpose Wealth LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Mar 2024 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2024 31 Dec 2023 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Oct 2023 30 Sep 2023 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jul 2023 30 Jun 2023 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2023 31 Mar 2023 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2023 31 Dec 2022 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2022 30 Sep 2022 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2022 30 Jun 2022 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2022 31 Mar 2022 028-22333
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Feb 2022 31 Dec 2021 028-22333

About this filer

FirstPurpose Wealth LLC files with the SEC under CIK 0001913420. 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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