Filer Snapshot

Ratio Wealth Group SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001971024.

Entity Type

Company

Total Filings

14

Latest Filing

13 May 2024

Industry

n/a

Save this filer page for the next filing cycle

Keep this page in your research queue, then return to compare new filings with prior context.

Save and revisit

Save this filer page

Create a free account to keep this page in your watchlists and return after a new SEC filing changes the record here.

Create free account to save and revisit this page

Best next steps

Start with the latest filings table, then open the strongest context page for this filer.

  • Use the filings table to verify the newest submission, form type, and report period.
  • Open the deeper context page only when this filer actually has insider or ownership signal.
Go to latest filings table Browse SEC filer directory
Source: SEC Form 13F

13F-HR filed on 13 May 2024 for CIK 0001971024.

View Source Filing
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

Quick Takeaways

  • Ratio Wealth Group is an SEC filer tracked under CIK 0001971024.
  • 14 filings are listed on this profile.
  • Common form coverage includes 13F-HR, 13F-HR/A.

What Changed

  • Latest filing: 13F-HR filed on 13 May 2024.
  • Report period: 31 Mar 2024.

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.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 13 May 2024 for CIK 0001971024.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Ratio Wealth Group.

Latest source-backed update
13F-HR filed 13 May 2024
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 13 May 2024.
  • Save this filer if you want a stable place to return after the next filing cycle.
  • Open the latest filing table or ownership context to verify what changed.

Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

Jump to save and follow actions Open latest filings table

Latest update

What changed recently for Ratio Wealth Group

New filing available

Latest 13F period: Q1 2024. Open the source-backed page to inspect the fresh filing or facts context.

Update date

13 May 2024

Page type

Filer profile

Latest period

Q1 2024

Institutional portfolio context was refreshed from a 13F filing filed on 13 May 2024.

Open filer profile Browse recent public updates

Benchmark Context

Benchmark context for this company

Ratio Wealth Group has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q1 2024. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

Open company facts Browse metric rankings

Filer Overview

Ratio Wealth Group has filed 14 SEC EDGAR filings since 27 Mar 2023. Common forms include 13F-HR, 13F-HR/A.

Latest 13F filings

Latest Filings

Recent SEC filings for Ratio Wealth Group 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 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.
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.