SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001904425-23-000002
Filing Date
2023-05-12
Accepted
2023-05-12 15:08:08
Documents
2
Period of Report
2023-03-31
Effectiveness Date
2023-05-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2027
2 cswm_13f03312023.html INFORMATION TABLE  
2 cswm_13f03312023.xml INFORMATION TABLE 243487
  Complete submission text file 0001904425-23-000002.txt   246632
Mailing Address 4555 LAKE FOREST DR. CINCINNATI OH 45242
Business Address 4555 LAKE FOREST DR. CINCINNATI OH 45242 513-483-6652
Cassady Schiller Wealth Management, LLC (Filer) CIK: 0001904425 (see all company filings)

IRS No.: 261761853
Type: 13F-HR | Act: 34 | File No.: 028-21680 | Film No.: 23915122