Kellett Wealth Advisors, LLC SEC EDGAR Filings (CIK 0001910381)

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

Business address
8944 Blue Ash Road, Cincinnati, OH, 45242
Top securities (13F)
SPY, USEP, IPKW, QQQ, PG, VIG, SCHD, XMMO, IMCG, AAPL, MSFT, XSVM, UDEC, BRKB, UAPR, SFLR, AMZN, MCK, DIVB, and IJR
State of incorporation
OH
Fiscal year end
31 December
Former names
Kellett Schaffner Wealth Advisors LLC (to 03 Feb 2023)
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Kellett Wealth Advisors, LLC has filed 19 SEC EDGAR filings since 10 Feb 2022

Latest Filings

Recent SEC filings for Kellett Wealth Advisors, 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 23 Jan 2026 31 Dec 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-21740
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2025 30 Jun 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Jul 2025 30 Jun 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2025 31 Mar 2025 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Feb 2025 31 Dec 2024 028-21740
N-PX Open N-PX document View SEC filing for N-PX 25 Oct 2024 30 Jun 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2024 30 Sep 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2024 30 Jun 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Apr 2024 31 Mar 2024 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2024 31 Dec 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2023 30 Sep 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2023 30 Jun 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 May 2023 31 Mar 2023 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2022 30 Sep 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Aug 2022 30 Jun 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2022 31 Mar 2022 028-21740
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2022 31 Dec 2021 028-21740

About this filer

Kellett Wealth Advisors, LLC files with the SEC under CIK 0001910381. 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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