ML & R WEALTH MANAGEMENT LLC SEC EDGAR Filings (CIK 0001903320)

SEC EDGAR filings, ownership reports, and insider transactions for ML & R WEALTH MANAGEMENT LLC.

Business address
401 Congress Avenue, Suite 1100, Austin, TX, 78701
Top securities (13F)
DFUS, DFUV, DFAT, DFAS, DFIV, DFAC, IWB, AVUS, IWR, DFAX, AVLV, DFAE, AAPL, DISV, AVUV, EFA, AVDV, SPY, XOM, and IVV
State of incorporation
TX
Fiscal year end
31 December
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ML & R WEALTH MANAGEMENT LLC has filed 10 SEC EDGAR filings since 02 Feb 2022

Latest Filings

Recent SEC filings for ML & R 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 14 May 2024 31 Mar 2024 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Feb 2024 31 Dec 2023 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2023 30 Sep 2023 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Feb 2023 31 Dec 2022 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2022 30 Sep 2022 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2022 30 Jun 2022 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Apr 2022 31 Mar 2022 028-21571
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Feb 2022 31 Dec 2021 028-21571

About this filer

ML & R WEALTH MANAGEMENT LLC files with the SEC under CIK 0001903320. 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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