OptiFour Integrated Wealth Management, LLC SEC EDGAR Filings (CIK 0001775361)

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

Business address
7601 Lewinsville Rd Ste 205, Suite 205, Mc Lean, VA, 22102-2815
Top securities (13F)
ITOT, SCHB, VTI, VTEB, IXUS, AGG, SPIP, FLOT, BNDX, REET, MUB, SCHF, VXUS, SCHZ, ALG, AAPL, SCHE, MINT, ADP, and MSFT
State of incorporation
VA
Fiscal year end
31 December
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OptiFour Integrated Wealth Management, LLC has filed 9 SEC EDGAR filings since 07 May 2019

Latest Filings

Recent SEC filings for OptiFour Integrated Wealth Management, 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 16 Jan 2020 31 Dec 2019 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Oct 2019 30 Sep 2019 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2019 30 Jun 2019 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 31 Dec 2017 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 31 Mar 2018 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 30 Jun 2018 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 30 Sep 2018 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 31 Mar 2019 028-19495
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 May 2019 31 Dec 2018 028-19495

About this filer

OptiFour Integrated Wealth Management, LLC files with the SEC under CIK 0001775361. 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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