A&I FINANCIAL SERVICES, LLC SEC EDGAR Filings (CIK 0001728031)

SEC EDGAR filings, ownership reports, and insider transactions for A&I FINANCIAL SERVICES, LLC.

Business address
9605 Kingston Court, Suite 190, Lone Tree, CO, 80112
Top securities (13F)
IWM, TSEL, BUSA, OAKM, DBMF, ASMF, ITOT, VEA, CGGR, CGUS, NVDA, AAPL, VOTE, CGDV, CGGO, VWO, CGMM, CGGE, CVIE, and ESML
State of incorporation
CO
Fiscal year end
31 December
Former names
AI Financial Services LLC (to 09 Oct 2019)
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A&I FINANCIAL SERVICES, LLC has filed 12 SEC EDGAR filings since 09 Feb 2018

Latest Filings

Recent SEC filings for A&I FINANCIAL SERVICES, 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 23 Oct 2025 30 Sep 2025 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2025 30 Jun 2025 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2025 31 Mar 2025 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2019 30 Sep 2019 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2019 30 Jun 2019 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 01 May 2019 31 Mar 2019 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jan 2019 31 Dec 2018 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Nov 2018 30 Sep 2018 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2018 30 Jun 2018 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2018 31 Mar 2018 028-18338
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2018 31 Dec 2017 028-18338

About this filer

A&I FINANCIAL SERVICES, LLC files with the SEC under CIK 0001728031. 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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