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 Vestwell Advisors, LLC.

Business address: 360 Madison Avenue, 15 Th Floor, New York, NY, 10017
Top securities (13F): IVV, AGG, SCHG, SCHF, VTV, SCHB, VO, IAGG, IJR, SCHH, VBK, VBR, USHY, VTIP, SLYV, SLYG, ITOT, SCHO, VGSH, and SHV
State of incorporation: DE
Fiscal year end: 31 December

Vestwell Advisors, LLC has filed 2 SEC EDGAR filings since 29 Sep 2025

Recent SEC filings for Vestwell Advisors, LLC including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		05 Dec 2025	30 Sep 2025	028-25784
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		29 Sep 2025	30 Jun 2025	028-25784

Vestwell Advisors, LLC files with the SEC under CIK 0002081474. 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.