EDGAR Filing Documents for 0001998414-24-000001

Form 13F-HR - Quarterly report filed by institutional managers, Holdings:

SEC Accession No. 0001998414-24-000001

Filing Date

2024-05-13

Accepted

2024-05-13 11:12:01

Documents

Period of Report

2024-03-31

Effectiveness Date

2024-05-13

Document Format Files

Seq	Description	Document	Type	Size
1		primary_doc.html	13F-HR
1		primary_doc.xml	13F-HR	2027
2		cassady13f03312024.html	INFORMATION TABLE
2		cassady13f03312024.xml	INFORMATION TABLE	262157
	Complete submission text file	0001998414-24-000001.txt		265337

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.: 24937572