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 Claris Financial LLC.

Business address: 4510 Cox Rd, Suite 302, Glen Allen, VA, 23060
Top securities (13F): FVD, MTUM, VUG, NVDA, MSFT, AAPL, FTCS, VTV, TBLL, FTSM, RDVY, SPY, TBIL, IBM, JPM, LMBS, AMZN, VEA, SLVO, and TLTW
Fiscal year end: 31 December

Claris Financial LLC has filed 3 SEC EDGAR filings since 17 Jun 2025

Recent SEC filings for Claris Financial LLC including 13F-HR.

Form type	Document	Filing	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	26 Aug 2025	30 Jun 2025	028-25638
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	18 Jun 2025	31 Mar 2025	028-25638
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR	17 Jun 2025	31 Dec 2024	028-25638

Claris Financial LLC files with the SEC under CIK 0002060278. 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.