Filer Snapshot

LiftPoint Family Wealth Advisors LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0002110810.

Entity Type

Company

Total Filings

1

Latest Filing

13 Feb 2026

Industry

n/a

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Business address
49 Route 202, Bldg A, #8, Po Box 342, Far Hills, NJ, 07931
Top securities (13F)
IVV, DYNF, IVW, IVE, EFV, IEMG, OEF, THRO, QUAL, MUB, AAPL, BAI, EFG, MTUM, ITA, TLH, IYW, MUNI, XOM, and IAU
State of incorporation
DE
Fiscal year end
31 December

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Quick Takeaways

  • LiftPoint Family Wealth Advisors LLC is an SEC filer tracked under CIK 0002110810.
  • 1 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 13 Feb 2026.
  • Report period: 31 Dec 2025.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Official SEC Source

Official SEC Source

SEC EDGAR submissions for CIK 0002110810.

See Original Filing

Filer Overview

LiftPoint Family Wealth Advisors LLC has filed 1 SEC EDGAR filings since 13 Feb 2026. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for LiftPoint Family Wealth Advisors LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2026 31 Dec 2025 028-26359

About this filer

LiftPoint Family Wealth Advisors LLC files with the SEC under CIK 0002110810. 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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