Edge Financial Advisors LLC SEC EDGAR Filings (CIK 0002011402)

SEC EDGAR filings, ownership reports, and insider transactions for Edge Financial Advisors LLC.

Business address
111 W Wesley St, Ste 1, Wheaton, IL, 60187
Top securities (13F)
ITOT, SPY, IXUS, DUHP, DYNF, JQUA, DFUS, DFAI, AAPL, VGSH, VUG, IVV, AGG, AVNM, DFAE, VV, QUAL, JPM, DIHP, and EFA
State of incorporation
IL
Fiscal year end
31 December
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Edge Financial Advisors LLC has filed 8 SEC EDGAR filings since 22 Apr 2024

Latest Filings

Recent SEC filings for Edge Financial Advisors 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 31 Oct 2025 30 Sep 2025 028-24070
N-PX Open N-PX document View SEC filing for N-PX 24 Jul 2025 30 Jun 2025 028-24070
N-PX Open N-PX document View SEC filing for N-PX 24 Jul 2025 30 Jun 2024 028-24070
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jul 2025 30 Jun 2025 028-24070
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2025 31 Mar 2025 028-24070
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jan 2025 31 Dec 2024 028-24070
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Oct 2024 30 Sep 2024 028-24070
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2024 31 Mar 2024 028-24070

About this filer

Edge Financial Advisors LLC files with the SEC under CIK 0002011402. 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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