AG Asset Advisory, LLC SEC EDGAR Filings (CIK 0001625008)

SEC EDGAR filings, ownership reports, and insider transactions for AG Asset Advisory, LLC.

Business address
1901 Avenue Of The Stars, Suite 200, Los Angeles, CA, 90067
Top securities (13F)
META, DFUS, DFUV, KBDC, DFIV, MINT, DFAT, DFAS, PCN, AMZN, PTY, AAPL, SPLV, KYN, VTI, NTAP, BLK, IVV, SPGI, and GLD
State of incorporation
CA
Fiscal year end
31 December
AG Asset Advisory, LLC has filed 4 SEC EDGAR filings since 06 Mar 2025

Latest Filings

Recent SEC filings for AG Asset Advisory, LLC 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 06 Nov 2025 30 Sep 2025 028-25435
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2025 30 Jun 2025 028-25435
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2025 31 Mar 2025 028-25435
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Mar 2025 31 Dec 2024 028-25435

About this filer

AG Asset Advisory, LLC files with the SEC under CIK 0001625008. 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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