Cassady Schiller Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Cincinnati, OH
CIK
0001904425
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 468 184,124 13F-HR 8/10/2023 000190442523000004 Cassady Schiller Wealth Management, LLC
Q1 2023 463 212,624 13F-HR 5/12/2023 000190442523000002 Cassady Schiller Wealth Management, LLC
Q4 2022 471 162,669 RESTATEMENT 5/16/2023 000190442523000003 Cassady Schiller Wealth Management, LLC
Q4 2022 768 212,678 13F-HR 2/13/2023 000190442523000001 Cassady Schiller Wealth Management, LLC
Q3 2022 104 173,244 13F-HR 11/9/2022 000190442522000005 Cassady Schiller Wealth Management, LLC
Q2 2022 103 190,135 13F-HR 8/11/2022 000190442522000003 Cassady Schiller Wealth Management, LLC
Q1 2022 110 207,613 13F-HR 5/12/2022 000190442522000002 Cassady Schiller Wealth Management, LLC
Q4 2021 672 166,150 13F-HR 2/9/2022 000190442522000001 Cassady Schiller Wealth Management, LLC