LWM ADVISORS INC SEC EDGAR Filings (CIK 0002067328)

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

Business address
5180 Golden Foothill Pkwy, Ste 220, El Dorado Hills, CA, 95762
Top securities (13F)
IWD, IWF, EFA, SHY, IWO, IWN, EEM, IWS, IWP, LQD, IEF, AAPL, DSI, MGK, MGV, XNTK, ACWI, QQQ, SCHV, and VOE
State of incorporation
CA
Fiscal year end
31 December
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LWM ADVISORS INC has filed 6 SEC EDGAR filings since 13 May 2025

Latest Filings

Recent SEC filings for LWM ADVISORS INC 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 09 Jan 2026 31 Dec 2025 028-25567
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Oct 2025 30 Sep 2025 028-25567
N-PX Open N-PX document View SEC filing for N-PX 22 Aug 2025 30 Jun 2025 028-25567
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Jul 2025 30 Jun 2025 028-25567
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Mar 2025 028-25567
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2025 31 Dec 2024 028-25567

About this filer

LWM ADVISORS INC files with the SEC under CIK 0002067328. 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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