SVA Wealth Management, LLC SEC EDGAR Filings (CIK 0001587836)

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

Business address
1221 John Q. Hammons Drive, Madison, WI, 53717
Top securities (13F)
SCHM, VXUS, SCHX, JPUS, IJR, AAPL, MSFT, SCHZ, V, VUG, JNJ, VOT, JPM, GOOGL, AMZN, SCHA, IXUS, VOE, VO, and PEP
State of incorporation
WI
Fiscal year end
31 May
Former names
SVA Plumb Wealth Management, LLC (to 06 May 2019)
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SVA Wealth Management, LLC has filed 34 SEC EDGAR filings since 11 Feb 2014

Latest Filings

Recent SEC filings for SVA Wealth Management, LLC including 13F-HR, SC 13G, SC 13G/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Feb 2021 31 Dec 2020 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Oct 2020 30 Sep 2020 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2020 30 Jun 2020 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2020 31 Mar 2020 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2020 31 Dec 2019 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2019 30 Sep 2019 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2019 30 Jun 2019 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 May 2019 31 Mar 2019 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2019 31 Dec 2018 028-15784
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G 31 Jan 2019
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G 31 Jan 2019
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2018 30 Sep 2018 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2018 30 Jun 2018 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2018 31 Mar 2018 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2018 31 Dec 2017 028-15784
SC 13G/A Open SC 13G/A document View SEC filing for SC 13G/A SCHEDULE 13G AMENDMENT 29 Jan 2018
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G 29 Jan 2018
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Nov 2017 30 Sep 2017 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2017 30 Jun 2017 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2017 31 Mar 2017 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2017 31 Dec 2016 028-15784
SC 13G Open SC 13G document View SEC filing for SC 13G SC 13G 08 Feb 2017
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2016 30 Sep 2016 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2016 30 Jun 2016 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2016 31 Mar 2016 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2016 31 Dec 2015 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2015 30 Sep 2015 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2015 30 Jun 2015 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2015 31 Mar 2015 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2015 31 Dec 2014 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2014 30 Sep 2014 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2014 30 Jun 2014 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2014 31 Mar 2014 028-15784
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2014 31 Dec 2013 028-15784

About this filer

SVA Wealth Management, LLC files with the SEC under CIK 0001587836. 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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