In a recent SEC filing, 1858 Wealth Management, LLC disclosed its holdings in a 13F-HR form. This filing is significant as it provides transparency into the investment activities of the company, giving investors and the public valuable insights into 1858 Wealth Management’s portfolio composition and any significant changes in its holdings. The 13F-HR form requires institutional investment managers with assets under management of $100 million or more to report their quarterly holdings, offering a glimpse into the investment decisions of these entities.
1858 Wealth Management, LLC is an investment management firm that submitted the 13F-HR filing. The company offers wealth management services to individuals, families, and institutions, helping them achieve their financial goals through personalized investment strategies. For more information about 1858 Wealth Management, LLC and its services, you can visit their website here.
The 13F-HR form filed by 1858 Wealth Management, LLC provides details on the company’s investment holdings, including the securities it holds, the value of each holding, and any changes in its portfolio during the reporting period. Investors and analysts can use this information to track the investment decisions of 1858 Wealth Management and gain insights into its investment strategy and outlook.
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1858 Wealth Management, LLC Submits 13F-HR Form to SEC
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