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Filing Detail
Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0001904425-23-000003
Filing Date
2023-05-16
Accepted
2023-05-16 10:06:47
Documents
2
Period of Report
2022-12-31
Effectiveness Date
2023-05-16

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 2198
2 cswm_13f12312022amend.html INFORMATION TABLE  
2 cswm_13f12312022amend.xml INFORMATION TABLE 247495
  Complete submission text file 0001904425-23-000003.txt   250822
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/A | Act: 34 | File No.: 028-21680 | Film No.: 23925868