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 MCCARTER PRIVATE WEALTH SERVICES LLC.

Business address: 265 Franklin Street, Boston, MA, 02110
Top securities (13F): AVGO, MSFT, AZO, TJX, MA, AEM, IVV, TRV, COST, JPM, GOOGL, RTX, GOOG, PG, TMO, IJH, AAPL, PANW, NVO, and EW
State of incorporation: MA
Fiscal year end: 31 December
Former names: B&L ASSET MANAGEMENT LLC (to 14 Nov 2024)

MCCARTER PRIVATE WEALTH SERVICES LLC has filed 6 SEC EDGAR filings since 14 Nov 2024

Recent SEC filings for MCCARTER PRIVATE WEALTH SERVICES LLC including 13F-HR, N-PX.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	22 Oct 2025	30 Sep 2025	028-24499
N-PX	Open N-PX document	View SEC filing for N-PX	26 Aug 2025	30 Jun 2025	028-24499
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	04 Aug 2025	30 Jun 2025	028-24499
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 May 2025	31 Mar 2025	028-24499
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Feb 2025	31 Dec 2024	028-24499
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	14 Nov 2024	30 Sep 2024	028-24499

MCCARTER PRIVATE WEALTH SERVICES LLC files with the SEC under CIK 0002036922. 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.