PUREfi Wealth, LLC SEC EDGAR Filings (CIK 0002001520)

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

Business address
10 Post Office Square, Suite 710, Boston, MA, 02109
Top securities (13F)
SYK, WMT, MSFT, AAPL, IVV, AVGO, SPY, AMZN, CGSM, NVDA, LLY, DYNF, JNJ, GOOG, TSM, JPM, FBCG, IEMG, XOM, and GOOGL
State of incorporation
DE
Fiscal year end
31 December
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PUREfi Wealth, LLC has filed 6 SEC EDGAR filings since 30 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 12 Jan 2026 31 Dec 2025 028-24678
13F-HR Open Document Open Filing 21 Oct 2025 30 Sep 2025 028-24678
N-PX Open Document Open Filing 13 Aug 2025 30 Jun 2025 028-24678
13F-HR Open Document Open Filing 22 Jul 2025 30 Jun 2025 028-24678
13F-HR Open Document Open Filing 21 Apr 2025 31 Mar 2025 028-24678
13F-HR Open Document Open Filing 30 Jan 2025 31 Dec 2024 028-24678