National Wealth Management Group, LLC has filed its quarterly report detailing its investment holdings as of September 30, 2026. This filing is significant as it provides insights into the company's investment strategies and positions, which can influence investor perceptions and competitive dynamics within the financial services industry.
Background
National Wealth Management Group, LLC, based in Cincinnati, Ohio, is categorized as an institutional investment manager. The company is identified by its Central Index Key (CIK) number 0001977723. The recent filings include several Form 13F-HR submissions, with the latest filed on October 26, 2026, and previous filings dating back to January 2026.
What the Filing Says
The filing, identified by accession number 0001977723-26-000006, includes details about the company’s holdings as of the end of September 2026. The report is part of a routine disclosure required for institutional managers, highlighting the company's investment strategies and positions.
Impact
This filing may affect various stakeholders, including investors and analysts who track the company's performance and investment strategies. It also provides insights into the competitive landscape among institutional investment managers.
What's Next
The filing does not say what happens next.
Filing Details
The filing was submitted on October 26, 2026, and accepted on the same day at 10:46:04 AM. It pertains to the period ending September 30, 2026, and includes two documents related to the holdings of National Wealth Management Group, LLC.
Company Information
National Wealth Management Group, LLC is registered under the Central Index Key (CIK) number 0001977723 and has an Employer Identification Number (EIN) of 472628537. The company is incorporated in Ohio, and its fiscal year ends on December 31. The filing type is classified as 13F-HR, which is a report required under the Securities Exchange Act of 1934.
Address and Contact Information
The company’s mailing and business address is 11260 Chester Road, Suite 250, Cincinnati, OH 45246. For inquiries, they can be reached at (513) 438-0095.
Document Format Files
The filing includes several document format files, including the primary document and an information table specific to the quarter ending September 30, 2026. Notably, the information table document is available in both HTML and XML formats, with the XML version being 107064 bytes in size.
Limitations of the Filing
The filing does not provide specific details regarding the individual securities held by National Wealth Management Group, LLC, nor does it disclose any changes in investment strategy or outlook for the upcoming quarters.