Entity Type
Company
- Info
- Portfolio
Filer Snapshot
Wiser Advisor Group LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002011550.
Total Filings
11
Latest Filing
09 Feb 2026
Industry
n/a
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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.
Source: SEC Form 13F
View Source Filing
13F-HR filed on 09 Feb 2026 for CIK 0002011550.
- Business address
- 4616 E Sunset Dr, Phoenix, AZ, 85028
- Top securities (13F)
- AAPL, VOO, GOOGL, LLY, AMZN, AKRE, HFXI, META, XMHQ, MSFT, BND, SCHX, JPM, VUG, VTV, NVDA, GRID, HMOP, DTCR, and VB
- State of incorporation
- AZ
- Fiscal year end
- 31 December
Quick Takeaways
- Wiser Advisor Group LLC is an SEC filer tracked under CIK 0002011550.
- 11 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 09 Feb 2026.
- Report period: 31 Dec 2025.
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
View Source Filing
13F-HR filed on 09 Feb 2026 for CIK 0002011550.
Return Loop
Why revisit this filer page
A newly filed 13F-HR can change the filing history, ownership context, or next research path for Wiser Advisor Group LLC.
- Latest source-backed update
- 13F-HR filed 09 Feb 2026
- 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 09 Feb 2026.
- 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.
Latest update
What changed recently for Wiser Advisor Group LLC
Latest 13F period: Q4 2025. Open the source-backed page to inspect the fresh filing or facts context.
Update date
09 Feb 2026
Page type
Filer profile
Latest period
Q4 2025
Institutional portfolio context was refreshed from a 13F filing filed on 09 Feb 2026.
Benchmark Context
Benchmark context for this company
Wiser Advisor Group LLC 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: Q4 2025. 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.
Filer Overview
Wiser Advisor Group LLC has filed 11 SEC EDGAR filings since 13 Feb 2024. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for Wiser Advisor Group LLC 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 | 09 Feb 2026 | 31 Dec 2025 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Nov 2025 | 30 Sep 2025 | 028-23729 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 17 Oct 2025 | 30 Jun 2025 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 08 Aug 2025 | 30 Jun 2025 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 May 2025 | 31 Mar 2025 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 05 Feb 2025 | 31 Dec 2024 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Nov 2024 | 30 Sep 2024 | 028-23729 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 21 Aug 2024 | 30 Jun 2024 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Aug 2024 | 30 Jun 2024 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 16 May 2024 | 31 Mar 2024 | 028-23729 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Feb 2024 | 31 Dec 2023 | 028-23729 |
About this filer
Wiser Advisor Group LLC files with the SEC under CIK 0002011550. 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.