Wallace Advisory Group, LLC

Business address
3658 Mount Diablo Boulevard, Suite 225, Lafayette, CA, 94549
Top securities (13F)
MRK, CVX, AMZN, CI, BIL, MSFT, SPEM, GLDM, SPY, AAPL, NVDA, ORCL, GOOGL, MA, IVV, IEF, STIP, V, IVVB, and VXUS
State of incorporation
CA
Fiscal year end
31 December
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Wallace Advisory Group, LLC has filed 14 SEC EDGAR filings since 21 Feb 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 16 Oct 2025 30 Sep 2025 028-23136
13F-HR Open Document Open Filing 30 Jul 2025 30 Jun 2025 028-23136
N-PX Open Document Open Filing 08 Jul 2025 30 Jun 2025 028-23136
13F-HR Open Document Open Filing 09 Apr 2025 31 Mar 2025 028-23136
13F-HR Open Document Open Filing 14 Jan 2025 31 Dec 2024 028-23136
N-PX Open Document Open Filing 28 Oct 2024 30 Jun 2024 028-23136
13F-HR Open Document Open Filing 04 Oct 2024 30 Sep 2024 028-23136
13F-HR Open Document Open Filing 15 Aug 2024 30 Jun 2024 028-23136
13F-HR Open Document Open Filing 12 Apr 2024 31 Mar 2024 028-23136
13F-HR Open Document Open Filing 09 Jan 2024 31 Dec 2023 028-23136
13F-HR Open Document Open Filing 05 Oct 2023 30 Sep 2023 028-23136
13F-HR Open Document Open Filing 11 Jul 2023 30 Jun 2023 028-23136
13F-HR Open Document Open Filing 11 May 2023 31 Mar 2023 028-23136
13F-HR Open Document Open Filing 21 Feb 2023 31 Dec 2022 028-23136