Emergent Wealth Advisors, LLC SEC EDGAR Filings (CIK 0001799880)

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

Business address
5500 Main St., Suite 260, Williamsville, NY, 14221
Top securities (13F)
IVV, AGG, IEFA, IJR, VUG, IEMG, BOND, VTV, VXF, SPYM, GLD, BNDX, SCHZ, DYNF, BINC, IUSB, PFF, VMBS, HYG, and IVW
State of incorporation
NY
Fiscal year end
31 December
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Emergent Wealth Advisors, LLC has filed 9 SEC EDGAR filings since 31 Oct 2025

Latest Filings

Recent SEC filings for Emergent Wealth Advisors, 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 14 Jan 2026 31 Dec 2025 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Dec 2025 31 Mar 2024 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Dec 2025 30 Sep 2024 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Dec 2025 30 Jun 2024 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Dec 2025 31 Dec 2023 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2025 30 Sep 2025 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2025 30 Jun 2025 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2025 31 Mar 2025 028-25810
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Oct 2025 31 Dec 2024 028-25810

About this filer

Emergent Wealth Advisors, LLC files with the SEC under CIK 0001799880. 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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