SEC EDGAR filings, ownership reports, and insider transactions for BCU Wealth Advisors, LLC.
Recent SEC filings for BCU Wealth Advisors, LLC including 13F-HR, N-PX, 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 | 16 Oct 2025 | 30 Sep 2025 | 028-23673 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 21 Jul 2025 | 30 Jun 2025 | 028-23673 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Jul 2025 | 30 Jun 2025 | 028-23673 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 Apr 2025 | 31 Mar 2025 | 028-23673 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 30 Jan 2025 | 31 Dec 2024 | 028-23673 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 07 Nov 2024 | 30 Sep 2024 | 028-23673 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 01 Aug 2024 | 30 Jun 2024 | 028-23673 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 03 May 2024 | 31 Mar 2024 | 028-23673 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 02 May 2024 | 31 Dec 2023 | 028-23673 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 09 Feb 2024 | 31 Dec 2023 | 028-23673 |
BCU Wealth Advisors, LLC files with the SEC under CIK 0002003570. This page aggregates EDGAR filings and related ownership activity.