Filer Snapshot

Liquid Strategies, LLC

CIK 0001774727. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity Type

Company

Total Filings

35

Latest Filing

01 May 2026

Industry

n/a

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  • Open 13F if you want portfolio holdings.
  • Open 13D/G or insider pages only when this CIK has those rows.
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Source: SEC Form 13F

13F-HR filed on 01 May 2026 for CIK 0001774727.

View Source Filing
Business address
3550 Lenox Road, Suite 2550, Atlanta, GA, 30326
Top securities (13F)
VANGUARD S&P 500 ETF, VANGUARD SHORT-TERM CORPORATE, ISHARES CORE U.S. AGGREGATE BO, ISHARES NATIONAL MUNI BOND ETF, ISHARES CORE MSCI EAFE ETF, ISHARES CORE S&P SMALL CAP ETF, ISHARES CORE MSCI EMERGING MAR, VANGUARD FTSE EUROPE ETF, and ISHARES ULTRA SHORT-TERM BOND
State of incorporation
DE
Fiscal year end
31 December

Filer intelligence

What SEC filings say about Liquid Strategies, LLC

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

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Quick read

  • Latest parsed 13F shows $465.48M across 9 reported holdings for Q1 2026.
  • Largest parsed 13F holding: VANGUARD S&P 500 ETF at $267.96M.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 9 rows

Quarterly institutional portfolio holdings.

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13D/G stakes No rows yet

Beneficial ownership and large-stake disclosures.

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Forms 3/4/5 No rows yet

Officer, director, and 10% owner holdings or transactions.

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Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q1 2026 - 01 May 2026

Latest update

What changed recently for Liquid Strategies, LLC

New filing available

Latest 13F period: Q1 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

01 May 2026

Page type

Filer profile

Latest period

Q1 2026

Institutional portfolio context was refreshed from a 13F filing filed on 01 May 2026.

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Benchmark Context

Benchmark context for this company

Liquid Strategies, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q1 2026. That gives you a fresh baseline before you compare this company with peers.

  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

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Filer Overview

Liquid Strategies, LLC has filed 35 SEC EDGAR filings since 29 Apr 2019. Common forms include 13F-HR, 40-APP/A, 40-APP, N-PX and more.

Liquid Strategies, LLC SEC filings Liquid Strategies, LLC 13F portfolio

Latest Filings

Recent SEC filings for Liquid Strategies, LLC with direct links to document and filing folders.

13F-HR File 028-19695

13F-HR filing

Filing date
01 May 2026
Reporting date
31 Mar 2026
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
27 Jan 2026
Reporting date
31 Dec 2025
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40-APP/A File 812-15930-02

40-APP-A

Filing date
30 Dec 2025
Reporting date
Not listed
SEC evidence
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40-APP File 812-15930-02

EXEMPTIVE APPLICATION

Filing date
28 Oct 2025
Reporting date
Not listed
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
24 Oct 2025
Reporting date
30 Sep 2025
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N-PX File 028-19695

N-PX filing

Filing date
15 Aug 2025
Reporting date
30 Jun 2025
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13F-HR File 028-19695

13F-HR filing

Filing date
29 Jul 2025
Reporting date
30 Jun 2025
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40-APP/A File 812-15620-03

DENALI/NIAGARA 40-APP/A

Filing date
16 Jul 2025
Reporting date
Not listed
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13F-HR File 028-19695

13F-HR filing

Filing date
21 Apr 2025
Reporting date
31 Mar 2025
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13F-HR File 028-19695

13F-HR filing

Filing date
21 Jan 2025
Reporting date
31 Dec 2024
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13F-HR File 028-19695

13F-HR filing

Filing date
15 Oct 2024
Reporting date
30 Sep 2024
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N-PX File 028-19695

N-PX filing

Filing date
30 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-19695

13F-HR filing

Filing date
14 Aug 2024
Reporting date
30 Jun 2024
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13F-HR File 028-19695

13F-HR filing

Filing date
14 May 2024
Reporting date
31 Mar 2024
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13F-HR File 028-19695

13F-HR filing

Filing date
14 Feb 2024
Reporting date
31 Dec 2023
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
14 Nov 2023
Reporting date
30 Sep 2023
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13F-HR File 028-19695

13F-HR filing

Filing date
08 Aug 2023
Reporting date
30 Jun 2023
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13F-HR File 028-19695

13F-HR filing

Filing date
15 May 2023
Reporting date
31 Mar 2023
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
14 Feb 2023
Reporting date
31 Dec 2022
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
14 Nov 2022
Reporting date
30 Sep 2022
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
11 Aug 2022
Reporting date
30 Jun 2022
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13F-HR File 028-19695

13F-HR filing

Filing date
05 May 2022
Reporting date
31 Mar 2022
SEC evidence
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13F-HR/A File 028-19695

13F-HR/A filing

Filing date
03 Feb 2022
Reporting date
31 Dec 2021
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
28 Jan 2022
Reporting date
31 Dec 2021
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13F-HR File 028-19695

13F-HR filing

Filing date
05 Nov 2021
Reporting date
30 Sep 2021
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
10 Aug 2021
Reporting date
30 Jun 2021
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13F-HR File 028-19695

13F-HR filing

Filing date
23 Apr 2021
Reporting date
31 Mar 2021
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13F-HR File 028-19695

13F-HR filing

Filing date
05 Feb 2021
Reporting date
31 Dec 2020
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
29 Oct 2020
Reporting date
30 Sep 2020
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13F-HR File 028-19695

13F-HR filing

Filing date
13 Aug 2020
Reporting date
30 Jun 2020
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13F-HR File 028-19695

13F-HR filing

Filing date
30 Apr 2020
Reporting date
31 Mar 2020
SEC evidence
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13F-HR File 028-19695

13F-HR filing

Filing date
28 Jan 2020
Reporting date
31 Dec 2019
SEC evidence
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APP ORDR File 812-15026

APP ORDR filing

Filing date
21 Aug 2019
Reporting date
Not listed
SEC evidence
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APP NTC File 812-15026

APP NTC filing

Filing date
25 Jul 2019
Reporting date
Not listed
SEC evidence
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40-APP File 812-15026

EXEMPTIVE APPLICATION

Filing date
29 Apr 2019
Reporting date
Not listed
SEC evidence
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About this filer

Liquid Strategies, LLC files with the SEC under CIK 0001774727. 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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