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 Wealth Advisory Team LLC.

Business address: 601 Fairfield Avenue, Bellevue, KY, 41073
Top securities (13F): ACIO, DRSK, DFUS, DBEF, UCON, VYM, BIV, UITB, VONG, VWO, XMHQ, USSG, ESGD, NULG, ESGE, DSI, CGW, ESML, FNDF, and PG
State of incorporation: KY
Fiscal year end: 31 December

Wealth Advisory Team LLC has filed 2 SEC EDGAR filings since 25 Jul 2025

Recent SEC filings for Wealth Advisory Team LLC including N-PX, 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
N-PX	Open N-PX document	View SEC filing for N-PX		25 Aug 2025	30 Jun 2025	028-25667
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		25 Jul 2025	30 Jun 2025	028-25667

Wealth Advisory Team LLC files with the SEC under CIK 0002039196. 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.