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 Carlsbad Wealth Advisory Group, Inc..

Business address: 5927 Balfour Ct, Ste 207, Carlsbad, CA, 92008
Top securities (13F): SCHX, SCHG, SCHV, VEA, SCHP, BIV, BSV, SCHA, SCHF, HD, BLV, SCHZ, SCHH, AAPL, VWO, HYLB, USHY, VTIP, LMT, and VUG
State of incorporation: CA
Fiscal year end: 31 December

Carlsbad Wealth Advisory Group, Inc. has filed 1 SEC EDGAR filings since 27 Jul 2023

Recent SEC filings for Carlsbad Wealth Advisory Group, Inc. 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		27 Jul 2023	30 Jun 2023	028-23311

Carlsbad Wealth Advisory Group, Inc. files with the SEC under CIK 0001987600. 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.