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
⭐ Add to watchlist ⭐
1858 WEALTH MANAGEMENT, LLC has filed 10 SEC EDGAR filings since 13 Feb 2024

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Nov 2025 30 Sep 2025 028-23789
13F-HR Open Document Open Filing 25 Jul 2025 30 Jun 2025 028-23789
N-PX Open Document Open Filing 14 Jul 2025 30 Jun 2025 028-23789
13F-HR Open Document Open Filing 22 Apr 2025 31 Mar 2025 028-23789
13F-HR Open Document Open Filing 27 Jan 2025 31 Dec 2024 028-23789
13F-HR Open Document Open Filing 21 Oct 2024 30 Sep 2024 028-23789
N-PX Open Document Open Filing 21 Aug 2024 30 Jun 2024 028-23789
13F-HR Open Document Open Filing 18 Jul 2024 30 Jun 2024 028-23789
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-23789
13F-HR Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-23789