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Company
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- Portfolio
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1858 WEALTH MANAGEMENT, LLC SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0002011812.
Total Filings
10
Latest Filing
14 Nov 2025
Industry
n/a
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- Business address
- 3250 West Market Street, Suite 105, Akron, OH, 44333
- Top securities (13F)
- MSFT, NVDA, AAPL, IEF, META, CME, GEV, AMZN, AME, GRNY, VRT, SHY, DUNK, PANW, GOOG, UBER, GRID, ANET, NOW, and CSCO
- State of incorporation
- OH
- Fiscal year end
- 31 December
Quick Takeaways
- 1858 WEALTH MANAGEMENT, LLC is an SEC filer tracked under CIK 0002011812.
- 10 filings are listed on this profile.
- Common form coverage includes 13F-HR, N-PX.
What Changed
- Latest filing: 13F-HR filed on 14 Nov 2025.
- Report period: 30 Sep 2025.
Why This Matters
- You can quote filing dates and form types directly from the SEC record on this page.
- Use this profile before deeper ownership or insider analysis to confirm filing history context.
Official SEC Source
Filer Overview
1858 WEALTH MANAGEMENT, LLC has filed 10 SEC EDGAR filings since 13 Feb 2024. Common forms include 13F-HR, N-PX.
Latest Filings
Recent SEC filings for 1858 WEALTH MANAGEMENT, LLC with direct links to document and filing folders.
| Form type | Document | Filing | Description | Filing date | Reporting date | File number(s) |
|---|---|---|---|---|---|---|
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 14 Nov 2025 | 30 Sep 2025 | 028-23789 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 25 Jul 2025 | 30 Jun 2025 | 028-23789 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 14 Jul 2025 | 30 Jun 2025 | 028-23789 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 22 Apr 2025 | 31 Mar 2025 | 028-23789 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 27 Jan 2025 | 31 Dec 2024 | 028-23789 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Oct 2024 | 30 Sep 2024 | 028-23789 | |
| N-PX | Open N-PX document | View SEC filing for N-PX | 21 Aug 2024 | 30 Jun 2024 | 028-23789 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 Jul 2024 | 30 Jun 2024 | 028-23789 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 15 Apr 2024 | 31 Mar 2024 | 028-23789 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Feb 2024 | 31 Dec 2023 | 028-23789 |
About this filer
1858 WEALTH MANAGEMENT, LLC files with the SEC under CIK 0002011812. This page aggregates EDGAR filings and related ownership activity.
FAQ
- What is a CIK?
- A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
- Why are some filings missing?
- New filings appear as the SEC updates EDGAR, and older records can vary by availability.
- How often is this page updated?
- Updates follow new EDGAR submissions and periodic data refreshes.