Worth Financial Advisory Group, LLC reports

Location: Charlotte, NC

Worth Financial Advisory Group, LLC has filed 16 SEC EDGAR filings since 13 Feb 2023

SEC filing history

Showing 1-16 of 16 matching filings.

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13F-HR File 028-22941

13F-HR filing

Filing date: 04 May 2026
Reporting date: 31 Mar 2026
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 16 Jan 2026
Reporting date: 31 Dec 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 22 Oct 2025
Reporting date: 30 Sep 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-22941

N-PX filing

Filing date: 21 Jul 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 17 Jul 2025
Reporting date: 30 Jun 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 22 Apr 2025
Reporting date: 31 Mar 2025
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 12 Feb 2025
Reporting date: 31 Dec 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 25 Oct 2024
Reporting date: 30 Sep 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

N-PX File 028-22941

N-PX filing

Filing date: 02 Aug 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 26 Jul 2024
Reporting date: 30 Jun 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 30 Apr 2024
Reporting date: 31 Mar 2024
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 19 Jan 2024
Reporting date: 31 Dec 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 13 Oct 2023
Reporting date: 30 Sep 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 28 Jul 2023
Reporting date: 30 Jun 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 20 Apr 2023
Reporting date: 31 Mar 2023
SEC evidence: Open document Open filing
Next action: Verify source filing

13F-HR File 028-22941

13F-HR filing

Filing date: 13 Feb 2023
Reporting date: 31 Dec 2022
SEC evidence: Open document Open filing
Next action: Verify source filing