SEC EDGAR filings, ownership reports, and insider transactions for Macquarie Wealth Advisers, LLC.
Recent SEC filings for Macquarie Wealth Advisers, LLC including 40-APP, 4, 3 and more.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 40-APP | Open 40-APP document | View SEC filing for 40-APP | 40-APP | 11 Feb 2026 | 812-15989-06 | |
| 40-APP | Open 40-APP document | View SEC filing for 40-APP | 40-APP | 10 Jan 2025 | 812-15690-01 | |
| 4 | Open 4 document | View SEC filing for 4 | OWNERSHIP DOCUMENT | 01 Oct 2024 | 30 Sep 2024 | 811-23590 |
| 3 | Open 3 document | View SEC filing for 3 | OWNERSHIP DOCUMENT | 24 May 2024 | 24 May 2024 | 811-23931 |
| 3 | Open 3 document | View SEC filing for 3 | OWNERSHIP DOCUMENT | 14 Apr 2023 | 14 Apr 2023 | 811-23835 |
| 4 | Open 4 document | View SEC filing for 4 | STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 15 Apr 2022 | 14 Apr 2022 | 811-23726 |
| 3 | Open 3 document | View SEC filing for 3 | INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES | 15 Apr 2022 | 14 Apr 2022 | 811-23726 |
| 4 | Open 4 document | View SEC filing for 4 | STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 29 Dec 2020 | 29 Dec 2020 | 811-23610 |
| 3 | Open 3 document | View SEC filing for 3 | INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES | 28 Dec 2020 | 28 Dec 2020 | 811-23610 |
| 4 | Open 4 document | View SEC filing for 4 | STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES | 01 Oct 2020 | 01 Oct 2020 | 811-23590 |
| 3 | Open 3 document | View SEC filing for 3 | INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES | 01 Oct 2020 | 01 Oct 2020 | 811-23590 |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 03 Dec 2019 | 03 Dec 2019 | 811-23452 |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 02 Dec 2019 | 02 Dec 2019 | 811-23452 |
| 4/A | Open 4/A document | View SEC filing for 4/A | PRIMARY DOCUMENT | 02 May 2019 | 01 Nov 2018 | 811-23355 |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 01 Nov 2018 | 01 Nov 2018 | 811-23354 |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 01 Nov 2018 | 01 Nov 2018 | 811-23355 |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 31 Oct 2018 | 31 Oct 2017 | 811-23354 |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 31 Oct 2018 | 31 Oct 2018 | 811-23355 |
| 4 | Open 4 document | View SEC filing for 4 | PRIMARY DOCUMENT | 11 Sep 2017 | 08 Sep 2017 | 811-23258 |
| 3 | Open 3 document | View SEC filing for 3 | PRIMARY DOCUMENT | 11 Sep 2017 | 08 Sep 2017 | 811-23258 |
| 4 | Open 4 document | View SEC filing for 4 | OWNERSHIP DOCUMENT | 04 Dec 2015 | 19 Nov 2015 | 811-23085 |
| 4 | Open 4 document | View SEC filing for 4 | OWNERSHIP DOCUMENT | 05 Jun 2013 | 30 May 2013 | 811-22764 |
| 4 | Open 4 document | View SEC filing for 4 | OWNERSHIP DOCUMENT | 05 Jun 2013 | 30 May 2013 | 811-22763 |
| 3 | Open 3 document | View SEC filing for 3 | OWNERSHIP DOCUMENT | 05 Jun 2013 | 03 Jun 2013 | 811-22764 |
| 3 | Open 3 document | View SEC filing for 3 | OWNERSHIP DOCUMENT | 05 Jun 2013 | 03 Jun 2013 | 811-22763 |
| 40-APP/A | Open 40-APP/A document | View SEC filing for 40-APP/A | AMENDMENT NO. 2 TO THE APPLICATION | 08 May 2013 | 812-14089-01 | |
| 40-APP/A | Open 40-APP/A document | View SEC filing for 40-APP/A | AMENDMENT NO. 1 TO THE APPLICATION | 26 Mar 2013 | 812-14089-01 | |
| 40-APP | Open 40-APP document | View SEC filing for 40-APP | 30 Oct 2012 | 812-14089-01 |
Macquarie Wealth Advisers, LLC files with the SEC under CIK 0001391713. This page aggregates EDGAR filings and related ownership activity.