Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001855205-24-000027
Filing Date
2024-08-12
Accepted
2024-08-12 14:24:21
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-08-12

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2071
2 cswm13f06302024.html INFORMATION TABLE  
2 cswm13f06302024.xml INFORMATION TABLE 247905
  Complete submission text file 0001855205-24-000027.txt   251173
Mailing Address 4555 LAKE FOREST DR. SUITE 410 CINCINNATI OH 45242
Business Address 4555 LAKE FOREST DR. SUITE 410 CINCINNATI OH 45242 513-483-6652
Cassady Schiller Wealth Management, LLC (Filer) CIK: 0001904425 (see all company filings)

EIN.: 261761853
Type: 13F-HR | Act: 34 | File No.: 028-21680 | Film No.: 241196191