SpringVest Wealth Management LLC SEC EDGAR Filings (CIK 0002058986)

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

Business address
14785 Preston R., Ste. 590, Dallas, TX, 75254
Top securities (13F)
VCIT, BRKB, SPY, VUSB, VCSH, DFCF, DFAI, SCHV, AEP, DFSD, DFAU, VTIP, IVOO, GLD, SCHD, IJH, SCHB, SHY, JHMM, and AAPL
State of incorporation
TX
Fiscal year end
31 December
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SpringVest Wealth Management LLC has filed 4 SEC EDGAR filings since 10 Mar 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 05 Nov 2025 30 Sep 2025 028-25448
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-25448
13F-HR Open Document Open Filing 06 May 2025 31 Mar 2025 028-25448
13F-HR Open Document Open Filing 10 Mar 2025 31 Dec 2024 028-25448