FLYWHEEL PRIVATE WEALTH LLC SEC EDGAR Filings (CIK 0002029680)

SEC EDGAR filings, ownership reports, and insider transactions for FLYWHEEL PRIVATE WEALTH LLC.

Business address
4 Main Street, Suite 240, Los Altos, CA, 94022
Top securities (13F)
VIG, PWR, IEFA, VBR, IEMG, VYM, QUAL, VEA, IJH, IVV, AVUV, VWO, VO, IWF, IWD, IAU, ITOT, VTI, AAPL, and VTV
State of incorporation
CA
Fiscal year end
31 December
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FLYWHEEL PRIVATE WEALTH LLC has filed 6 SEC EDGAR filings since 14 Jan 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Jan 2026 31 Dec 2025 028-24550
13F-HR Open Document Open Filing 14 Oct 2025 30 Sep 2025 028-24550
N-PX Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24550
13F-HR Open Document Open Filing 17 Jul 2025 30 Jun 2025 028-24550
13F-HR Open Document Open Filing 15 Apr 2025 31 Mar 2025 028-24550
13F-HR Open Document Open Filing 14 Jan 2025 31 Dec 2024 028-24550