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 KerberRose Wealth Management, LLC.

Business address: 115 E. 5 Th Street, Shawano, WI, 54166
Top securities (13F): SCHD, IVV, SPTM, TIP, SCHX, SCHP, VIG, AAPL, VB, USIG, ISTB, MSFT, STIP, VCSH, GTO, PHYL, VCIT, REGL, SMH, and UNH
Fiscal year end: 31 December

KerberRose Wealth Management, LLC has filed 1 SEC EDGAR filings since 11 Aug 2022

Recent SEC filings for KerberRose 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		11 Aug 2022	30 Jun 2022	028-22603

KerberRose Wealth Management, LLC files with the SEC under CIK 0001912523. 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.