BAKER TILLY WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0001840565)

SEC EDGAR filings, ownership reports, and insider transactions for BAKER TILLY WEALTH MANAGEMENT, LLC.

Business address
4807 Innovate Lane, Madison, WI, 53718
Top securities (13F)
VOO, PVAL, NVDA, DFAT, MSFT, QQQ, DFIV, GLDM, DFUV, AAPL, GOOGL, IJH, DYNF, BRKB, JMUB, AMZN, DFAC, AKRE, META, and TSLA
State of incorporation
WI
Fiscal year end
31 May
Former names
BAKER TILLY FINANCIAL, LLC (to 03 Feb 2021)
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BAKER TILLY WEALTH MANAGEMENT, LLC has filed 24 SEC EDGAR filings since 03 Feb 2021

Latest Filings

Recent SEC filings for BAKER TILLY WEALTH MANAGEMENT, 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 08 Jan 2026 31 Dec 2025 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Oct 2025 30 Sep 2025 028-20549
N-PX Open N-PX document View SEC filing for N-PX 25 Jul 2025 30 Jun 2025 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jul 2025 30 Jun 2025 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Apr 2025 31 Mar 2025 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2025 31 Dec 2024 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Oct 2024 30 Sep 2024 028-20549
N-PX Open N-PX document View SEC filing for N-PX 29 Aug 2024 30 Jun 2024 028-20549
N-PX Open N-PX document View SEC filing for N-PX 14 Aug 2024 30 Jun 2024 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2024 30 Jun 2024 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 May 2024 31 Mar 2024 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Jan 2024 31 Dec 2023 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Oct 2023 30 Sep 2023 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Jul 2023 30 Jun 2023 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Apr 2023 31 Mar 2023 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Jan 2023 31 Dec 2022 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Oct 2022 30 Sep 2022 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jul 2022 30 Jun 2022 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Apr 2022 31 Mar 2022 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Feb 2022 31 Dec 2021 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2021 30 Sep 2021 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Jul 2021 30 Jun 2021 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Apr 2021 31 Mar 2021 028-20549
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2021 31 Dec 2020 028-20549

About this filer

BAKER TILLY WEALTH MANAGEMENT, LLC files with the SEC under CIK 0001840565. 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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