MilWealth Group LLC SEC EDGAR Filings (CIK 0001972750)

SEC EDGAR filings, ownership reports, and insider transactions for MilWealth Group LLC.

Business address
125 South 84 Th Street, Suite 130, Milwaukee, WI, 53214
Top securities (13F)
VV, VB, VEU, VCIT, VGIT, DFAC, BNDX, DFGP, DFAX, BSV, VSS, VIG, VUG, VTV, SCHR, SCHA, VO, VTI, VSGX, and VOO
State of incorporation
WI
Fiscal year end
31 December
Former names
McCarthy Grittinger Financial Group, LLC (to 15 Oct 2024)
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MilWealth Group LLC has filed 30 SEC EDGAR filings since 09 May 2023

Latest Filings

Recent SEC filings for MilWealth Group 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 03 Nov 2025 30 Sep 2025 028-23213
N-PX Open N-PX document View SEC filing for N-PX 01 Aug 2025 30 Jun 2025 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 Aug 2025 30 Jun 2025 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2025 31 Mar 2025 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2025 31 Dec 2024 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Oct 2024 30 Sep 2024 028-23213
N-PX Open N-PX document View SEC filing for N-PX 29 Jul 2024 30 Jun 2024 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jul 2024 30 Jun 2024 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Apr 2024 31 Mar 2024 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2024 31 Dec 2023 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Oct 2023 30 Sep 2023 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2023 30 Jun 2023 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2023 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Dec 2022 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Sep 2022 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Jun 2022 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2022 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Dec 2021 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Sep 2021 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Jun 2021 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2021 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Dec 2020 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Sep 2020 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Jun 2020 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2020 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Dec 2019 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Sep 2019 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 30 Jun 2019 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Mar 2019 028-23213
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2023 31 Dec 2018 028-23213

About this filer

MilWealth Group LLC files with the SEC under CIK 0001972750. 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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