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.

SEC EDGAR filings, ownership reports, and insider transactions for Wealth Group, Ltd..

Business address: 100 E. Six Forks Road, Suite W00, Raleigh, NC, 27605
Top securities (13F): AAPL, GOOGL, NVDA, WMT, MSFT, AMZN, CAT, MA, DUK, META, CVX, MCD, PH, CMI, AVGO, COST, HD, AMGN, JPM, and LLY
State of incorporation: NC
Fiscal year end: 31 December

Wealth Group, Ltd. has filed 8 SEC EDGAR filings since 10 May 2024

Recent SEC filings for Wealth Group, Ltd. including 13F-HR, 13F-HR/A.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	22 Jan 2026	31 Dec 2025	028-24122
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	19 Aug 2025	30 Jun 2025	028-24122
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	07 May 2025	31 Mar 2025	028-24122
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	06 Feb 2025	31 Dec 2024	028-24122
13F-HR/A	Open 13F-HR/A document	View SEC filing for 13F-HR/A	31 Oct 2024	30 Sep 2024	028-24122
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	31 Oct 2024	30 Sep 2024	028-24122
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	13 Aug 2024	30 Jun 2024	028-24122
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	10 May 2024	31 Mar 2024	028-24122

Wealth Group, Ltd. files with the SEC under CIK 0002013988. This page aggregates EDGAR filings and related ownership activity.

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.