4WEALTH ADVISORS, INC. SEC EDGAR Filings (CIK 0002056676)

SEC EDGAR filings, ownership reports, and insider transactions for 4WEALTH ADVISORS, INC..

Business address
745 Mcclintock Drive, Suite 150, Burr Ridge, IL, 60527-6490
Top securities (13F)
JEPI, MPRO, NVDA, VGSH, JEPQ, AAPL, VCIT, VCSH, MSFT, GOVT, VOO, SGOV, TLT, JAAA, JNJ, NOBL, AMZN, GOOG, WMT, and QQQ
State of incorporation
IL
Fiscal year end
31 December
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4WEALTH ADVISORS, INC. has filed 4 SEC EDGAR filings since 14 Feb 2025

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 28 Oct 2025 30 Sep 2025 028-25215
13F-HR Open Document Open Filing 04 Aug 2025 30 Jun 2025 028-25215
13F-HR Open Document Open Filing 05 May 2025 31 Mar 2025 028-25215
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-25215