MilWealth Group LLC SEC EDGAR Filings (CIK 0001972750)

SEC EDGAR filings, ownership reports, and insider transactions for MilWealth Group LLC.

Business address
125 South 84 Th Street, Suite 130, Milwaukee, WI, 53214
Top securities (13F)
VV, VB, VEU, VCIT, VGIT, DFAC, BNDX, DFGP, DFAX, BSV, VSS, VIG, VUG, VTV, SCHR, SCHA, VO, VTI, VSGX, and VOO
State of incorporation
WI
Fiscal year end
31 December
Former names
McCarthy Grittinger Financial Group, LLC (to 15 Oct 2024)
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MilWealth Group LLC has filed 30 SEC EDGAR filings since 09 May 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 03 Nov 2025 30 Sep 2025 028-23213
N-PX Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-23213
13F-HR Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-23213
13F-HR Open Document Open Filing 01 May 2025 31 Mar 2025 028-23213
13F-HR Open Document Open Filing 24 Jan 2025 31 Dec 2024 028-23213
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-23213
N-PX Open Document Open Filing 29 Jul 2024 30 Jun 2024 028-23213
13F-HR Open Document Open Filing 29 Jul 2024 30 Jun 2024 028-23213
13F-HR Open Document Open Filing 24 Apr 2024 31 Mar 2024 028-23213
13F-HR Open Document Open Filing 26 Jan 2024 31 Dec 2023 028-23213
13F-HR Open Document Open Filing 11 Oct 2023 30 Sep 2023 028-23213
13F-HR Open Document Open Filing 24 Jul 2023 30 Jun 2023 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2023 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Dec 2022 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Sep 2022 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Jun 2022 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2022 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Dec 2021 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Sep 2021 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Jun 2021 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2021 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Dec 2020 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Sep 2020 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Jun 2020 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2020 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Dec 2019 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Sep 2019 028-23213
13F-HR Open Document Open Filing 09 May 2023 30 Jun 2019 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Mar 2019 028-23213
13F-HR Open Document Open Filing 09 May 2023 31 Dec 2018 028-23213