Fidato Wealth LLC SEC EDGAR Filings (CIK 0001711360)

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

Business address
7530 Lucerne Drive, Suite 400, Middleburg Heights, OH, 44130
Top securities (13F)
VOO, VO, DFAR, BSV, IVV, SHW, VNQ, AOR, AOA, PGR, BRKB, NEE, MAS, MSFT, and AAPL
State of incorporation
OH
Fiscal year end
31 December
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Fidato Wealth LLC has filed 15 SEC EDGAR filings since 04 May 2022

Latest Filings

Recent SEC filings for Fidato Wealth LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2025 30 Sep 2025 028-22448
N-PX Open N-PX document View SEC filing for N-PX 12 Aug 2025 12 Aug 2025 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2025 30 Jun 2025 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2025 31 Dec 2024 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Nov 2024 30 Sep 2024 028-22448
N-PX Open N-PX document View SEC filing for N-PX 21 Aug 2024 21 Aug 2024 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2024 30 Jun 2024 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2024 31 Mar 2024 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Jan 2024 31 Dec 2023 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2023 31 Dec 2022 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2022 30 Sep 2022 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Aug 2022 30 Jun 2022 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 May 2022 31 Mar 2022 028-22448
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 May 2022 31 Dec 2021 028-22448

About this filer

Fidato Wealth LLC files with the SEC under CIK 0001711360. 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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