4WEALTH ADVISORS, INC. SEC EDGAR Filings (CIK 0002056676)

SEC EDGAR filings, ownership reports, and insider transactions for 4WEALTH ADVISORS, INC..

Business address
745 Mcclintock Drive, Suite 150, Burr Ridge, IL, 60527-6490
Top securities (13F)
JEPI, MPRO, NVDA, JEPQ, VGSH, AAPL, VCIT, MSFT, VCSH, GOVT, VOO, PULS, JNJ, SGOV, TLT, JAAA, AMZN, WMT, GOOG, and V
State of incorporation
IL
Fiscal year end
31 December
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4WEALTH ADVISORS, INC. has filed 5 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Recent SEC filings for 4WEALTH ADVISORS, INC. including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2026 31 Dec 2025 028-25215
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Oct 2025 30 Sep 2025 028-25215
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2025 30 Jun 2025 028-25215
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2025 31 Mar 2025 028-25215
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-25215

About this filer

4WEALTH ADVISORS, INC. files with the SEC under CIK 0002056676. 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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