Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-23-000219
Filing Date
2023-11-08
Accepted
2023-11-08 15:55:00
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1904
2 13f9258q32023.html INFORMATION TABLE  
2 13f9258q32023.xml INFORMATION TABLE 172067
  Complete submission text file 0001765380-23-000219.txt   175116
Mailing Address 4420 COOPER RD BLUE ASH OH 45242
Business Address 4420 COOPER RD BLUE ASH OH 45242 513-791-9258
9258 Wealth Management, LLC (Filer) CIK: 0001766506 (see all company filings)

EIN.: 822359200 | State of Incorp.: OH | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19122 | Film No.: 231387611