Ratio Wealth Group SEC EDGAR Filings (CIK 0001971024)

SEC EDGAR filings, ownership reports, and insider transactions for Ratio Wealth Group.

Business address
1741 N High St, Denver, CO, 80218
Top securities (13F)
VCIT, VOO, EFV, PFFD, VIG, IEFA, VYM, CRED, USIG, VEA, MOAT, DGRO, IEMG, VTV, VWO, RSP, QQQE, QQQ, IJH, and VHT
State of incorporation
CO
Fiscal year end
31 December
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Ratio Wealth Group has filed 14 SEC EDGAR filings since 27 Mar 2023

Latest Filings

Recent SEC filings for Ratio Wealth Group including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2024 31 Mar 2024 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2024 31 Dec 2023 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2023 30 Sep 2023 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2023 30 Jun 2023 028-23164
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 31 Mar 2023 31 Dec 2020 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 31 Dec 2020 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 31 Mar 2021 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 30 Jun 2021 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 30 Sep 2021 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 31 Dec 2021 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 31 Mar 2022 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 30 Jun 2022 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 30 Sep 2022 028-23164
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Mar 2023 31 Dec 2022 028-23164

About this filer

Ratio Wealth Group files with the SEC under CIK 0001971024. 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.
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New filings appear as the SEC updates EDGAR, and older records can vary by availability.
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Updates follow new EDGAR submissions and periodic data refreshes.

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