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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001951757-23-000420
Filing Date
2023-07-24
Accepted
2023-07-24 12:14:08
Documents
2
Period of Report
2023-06-30
Effectiveness Date
2023-07-24

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2713
2 F_13F_WealthOne_Q22023.html INFORMATION TABLE  
2 F_13F_WealthOne_Q22023.xml INFORMATION TABLE 88187
  Complete submission text file 0001951757-23-000420.txt   92234
Mailing Address 6 TOWER PLACE ALBANY NY 12203
Business Address 6 TOWER PLACE ALBANY NY 12203 5188674000
WealthOne, LLC (Filer) CIK: 0001763608 (see all company filings)

IRS No.: 050558883 | State of Incorp.: NY | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19406 | Film No.: 231104216