Wealth Advisory Team LLC SEC EDGAR Filings (CIK 0002039196)

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

Business address
601 Fairfield Avenue, Bellevue, KY, 41073
Top securities (13F)
ACIO, DRSK, DFUS, DBEF, UCON, VYM, BIV, UITB, VONG, VWO, XMHQ, USSG, ESGD, NULG, ESGE, DSI, CGW, ESML, FNDF, and PG
State of incorporation
KY
Fiscal year end
31 December
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Wealth Advisory Team LLC has filed 2 SEC EDGAR filings since 25 Jul 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
N-PX Open Document Open Filing 25 Aug 2025 30 Jun 2025 028-25667
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-25667