1858 WEALTH MANAGEMENT, LLC SEC EDGAR Filings (CIK 0002011812)

SEC EDGAR filings, ownership reports, and insider transactions for 1858 WEALTH MANAGEMENT, LLC.

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
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1858 WEALTH MANAGEMENT, LLC has filed 10 SEC EDGAR filings since 13 Feb 2024

Latest Filings

Recent SEC filings for 1858 WEALTH MANAGEMENT, LLC including 13F-HR, N-PX.

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.

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