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 Private Wealth Asset Management, LLC.

Business address: 411 6 Th Avenue Se, Ste. 360, Cedar Rapids, IA, 52401
Top securities (13F): IVV, IEMG, IEFA, IJH, IJR, AAPL, MSFT, BRKB, VTIP, VNQ, BRKA, IWR, ITOT, SDVY, ENDW, EFA, JPM, VO, IWP, and IWM
State of incorporation: DE
Fiscal year end: 31 December

Private Wealth Asset Management, LLC has filed 6 SEC EDGAR filings since 15 Sep 2021

Recent SEC filings for Private Wealth Asset Management, LLC including 13F-HR, D.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	03 Nov 2025	30 Sep 2025	028-25592
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	28 Jul 2025	30 Jun 2025	028-25592
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	15 May 2025	31 Mar 2025	028-25592
D	Open D document	View SEC filing for D	04 Apr 2023		021-477855
D	Open D document	View SEC filing for D	17 Mar 2023		021-476212
D	Open D document	View SEC filing for D	15 Sep 2021		021-413415

Private Wealth Asset Management, LLC files with the SEC under CIK 0001883006. 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.