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.

SEC EDGAR filings, ownership reports, and insider transactions for Cardinal Point Wealth Management LLC.

Business address: 19200 Von Karman Ave, Suite 618, Irvine, CA, 92612
Top securities (13F): VTI, BOND, USMV, VEU, TOTL, IAU, ARKK, IHDG, HTEC, BSV, TSLA, BRKB, AAPL, FSV, DFAC, VNQ, VOO, FBND, IUSB, and GLD
State of incorporation: CA
Fiscal year end: 31 December

Cardinal Point Wealth Management LLC has filed 4 SEC EDGAR filings since 02 Jul 2021

Recent SEC filings for Cardinal Point Wealth Management LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	05 Nov 2021	30 Sep 2021	028-21285
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	04 Aug 2021	30 Jun 2021	028-21285
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	02 Jul 2021	31 Mar 2021	028-21285
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	02 Jul 2021	31 Dec 2020	028-21285

Cardinal Point Wealth Management LLC files with the SEC under CIK 0001869778. This page aggregates EDGAR filings and related ownership activity.

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.