Kaufman Rossin Wealth, LLC SEC EDGAR Filings (CIK 0002049750)

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

Business address
3310 Mary Street, Suite 501, Miami, FL, 33133
Top securities (13F)
BSVO, ITOT, AVDV, DFEM, DUHP, IDEV, DIHP, DFAC, VGIT, DISV, AAPL, VTI, NVDA, DFIV, DFSD, ADBE, DFAU, AVUV, VTIP, and MSFT
State of incorporation
FL
Fiscal year end
31 December
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Kaufman Rossin Wealth, LLC has filed 6 SEC EDGAR filings since 23 Jan 2025

Latest Filings

Recent SEC filings for Kaufman Rossin Wealth, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jan 2026 31 Dec 2025 028-24592
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2025 30 Sep 2025 028-24592
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Jul 2025 30 Jun 2025 028-24592
N-PX Open N-PX document View SEC filing for N-PX 11 Jul 2025 30 Jun 2025 028-24592
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2025 31 Mar 2025 028-24592
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Jan 2025 31 Dec 2024 028-24592

About this filer

Kaufman Rossin Wealth, LLC files with the SEC under CIK 0002049750. This page aggregates EDGAR filings and related ownership activity.

FAQ

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.

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