BFI Wealth Solutions, LLC SEC EDGAR Filings (CIK 0002110651)

SEC EDGAR filings, ownership reports, and insider transactions for BFI Wealth Solutions, LLC.

Business address
8111 Lbj Fwy, Suite 1065, Dallas, TX, 75251
Top securities (13F)
USFR, FNDX, PJAN, KJAN, KAPR, FNDF, SFEB, IJAN, FNDE, SGOV, FNDC, KOCT, AVLC, SMLF, LRGF, PMAR, PJUL, WTV, IAPR, and POCT
State of incorporation
TX
Fiscal year end
31 December
BFI Wealth Solutions, LLC has filed 1 SEC EDGAR filings since 19 Feb 2026

Latest Filings

Recent SEC filings for BFI Wealth Solutions, 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 19 Feb 2026 31 Dec 2025 028-26666

About this filer

BFI Wealth Solutions, LLC files with the SEC under CIK 0002110651. 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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