Flatrock Wealth Partners LLC

All 13F Filings

Location
Newport Beach, CA
CIK
0002130067
All SEC filings
View on sec.gov
Filing ID Report Period Holdings Value ($000) Form Type Date Filed Name
000195175726000752 Q1 2026 166 222,267,047 13F-HR 4/29/2026 Flatrock Wealth Partners LLC
000195175726000892 Q4 2025 166 222,267,047 13F-HR 5/26/2026 Flatrock Wealth Partners LLC
000195175726000907 Q4 2025 167 208,391,865 RESTATEMENT 5/26/2026 Flatrock Wealth Partners LLC