Strata Wealth Advisors, LLC SEC EDGAR Filings (CIK 0001946237)

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

Business address
8750 N. Central Expressway, Suite 1875, Dallas, TX, 75231
Top securities (13F)
FNDF, VGSH, VUG, BRKB, DFEV, CGXU, FNDX, BRKA, CGHM, IVV, AAPL, ANET, CVX, MSFT, PYLD, GOOG, BKNG, NVDA, PGR, and AXP
State of incorporation
TX
Fiscal year end
31 December
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Strata Wealth Advisors, LLC has filed 13 SEC EDGAR filings since 28 Apr 2023

Latest Filings

Recent SEC filings for Strata Wealth Advisors, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2025 30 Sep 2025 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jul 2025 30 Jun 2025 028-23195
N-PX Open N-PX document View SEC filing for N-PX 24 Jul 2025 30 Jun 2025 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2025 31 Dec 2024 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2024 30 Sep 2024 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2024 30 Jun 2024 028-23195
N-PX Open N-PX document View SEC filing for N-PX 31 Jul 2024 30 Jun 2024 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Apr 2024 31 Mar 2024 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Feb 2024 31 Dec 2023 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2023 30 Sep 2023 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2023 31 Mar 2023 028-23195
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2023 31 Dec 2022 028-23195

About this filer

Strata Wealth Advisors, LLC files with the SEC under CIK 0001946237. 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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