Wealth Forward, LLC SEC EDGAR Filings (CIK 0002012773)

SEC EDGAR filings, ownership reports, and insider transactions for Wealth Forward, LLC.

Business address
2632 47 Th St S Ste 107, Fargo, ND, 58104
Top securities (13F)
OEF, RSP, FNDA, VEA, FNDX, IGSB, TIP, ILCB, BKAG, FNDE, BKIE, AOR, SPHY, BKLC, AAPL, AOA, USB, MSFT, BRKB, and ALRS
State of incorporation
ND
Fiscal year end
31 December
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Wealth Forward, LLC has filed 9 SEC EDGAR filings since 21 Feb 2024

Latest Filings

Recent SEC filings for Wealth Forward, 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 06 Nov 2025 30 Sep 2025 028-23985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2025 30 Jun 2025 028-23985
N-PX Open N-PX document View SEC filing for N-PX 07 Aug 2025 30 Jun 2025 028-23985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2025 31 Mar 2025 028-23985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Jan 2025 31 Dec 2024 028-23985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2024 30 Sep 2024 028-23985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2024 30 Jun 2024 028-23985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2024 31 Mar 2024 028-23985
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Feb 2024 31 Dec 2023 028-23985

About this filer

Wealth Forward, LLC files with the SEC under CIK 0002012773. 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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