SARD WEALTH MANAGEMENT GROUP, LLC SEC EDGAR Filings (CIK 0002010095)

SEC EDGAR filings, ownership reports, and insider transactions for SARD WEALTH MANAGEMENT GROUP, LLC.

Business address
5607 Glenridge Drive, Suite 275, Building II, Atlanta, GA, 30342
Top securities (13F)
FV, FBND, VTI, RSP, SDY, SCHD, ITOT, IJR, VIG, CGIC, MINT, SPLV, AAPL, TCAF, MSFT, PG, MCK, NVDA, AMZN, and HD
State of incorporation
GA
Fiscal year end
31 December
Former names
SAR WEALTH MANAGEMENT GROUP, LLC (to 15 Apr 2024)
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SARD WEALTH MANAGEMENT GROUP, LLC has filed 11 SEC EDGAR filings since 12 Feb 2024

Latest Filings

Recent SEC filings for SARD WEALTH MANAGEMENT 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 08 Jan 2026 31 Dec 2025 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2025 30 Sep 2025 028-23700
N-PX Open N-PX document View SEC filing for N-PX 14 Jul 2025 30 Jun 2025 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jul 2025 30 Jun 2025 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Apr 2025 31 Mar 2025 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jan 2025 31 Dec 2024 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Oct 2024 30 Sep 2024 028-23700
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2024 30 Jun 2024 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Jul 2024 30 Jun 2024 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Apr 2024 31 Mar 2024 028-23700
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2024 31 Dec 2023 028-23700

About this filer

SARD WEALTH MANAGEMENT GROUP, LLC files with the SEC under CIK 0002010095. 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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