Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise
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Waterford Advisors, LLC
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Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Waterford Advisors, LLC
Notes
Support
about
terms
Created by potrace 1.16, written by Peter Selinger 2001-2019
beatandraise.com
beta
Latest Financials
Filings:
Category
Date
Search Filings
Institutional Holders
beta
Earnings Transcripts
beta
Global Search
SEC Edgar
Waterford Advisors, LLC
Notes
Support
about
terms
Waterford Advisors, LLC
CIK:
0001960657
|
SEC Filings
PROXIES
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2026-08-27
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2025-08-29
N-PX
Annual Report of Proxy Voting Record of Registered Management Investment Company
2024-08-29
OWNERSHIP
13F-HR
none
2026-08-14
13F-HR
none
2026-05-15
13F-HR
none
2026-02-20
13F-HR
none
2025-11-14
13F-HR
none
2025-08-14
13F-HR
none
2025-05-15
13F-HR
none
2025-02-14
13F-HR
none
2024-11-14
13F-HR
none
2024-08-14
13F-HR
none
2024-05-15
13F-HR
none
2024-02-14
13F-HR
none
2023-11-07
13F-HR
none
2023-07-31
13F-HR
none
2023-05-02
13F-HR
none
2023-02-14