WealthStone, Inc. info
WealthStone, Inc. (SEC CIK 1548784) first filed with the SEC on 2019-05-15 (Form 13F-HR) and has filed 9 times since, including 9 Form 13F-HR quarterly holdings reports. It is organized in OH and registered at 5000 HORIZONS DRIVE, COLUMBUS, OH, 43220.
- Name: Value WealthStone, Inc..
- SEC CIK: Value 1548784.
- State of organization: Value OH.
- Business address: Value 5000 HORIZONS DRIVE, COLUMBUS, OH, 43220.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | WealthStone, Inc. |
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| SEC CIK | 1548784 |
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| State of organization | OH |
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| Business address | 5000 HORIZONS DRIVE, COLUMBUS, OH, 43220 |
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| Mailing address | 5000 HORIZONS DRIVE, COLUMBUS, OH, 43220 |
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| Phone | 614-267-2600 |
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| Fiscal year end | January 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
|---|
| First SEC filing | 2019-05-15 (Form 13F-HR) |
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| Latest SEC filing | 2021-05-13 (Form 13F-HR) |
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| Filings on EDGAR | 9 |
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| First Form 13F-HR | 2019-05-15 (quarter ended 2019-03-31) |
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| Latest Form 13F-HR | 2021-05-13 (quarter ended 2021-03-31) |
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| Form 13F-HR filings | 9 |
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Filings by Year
| Year | Filings | Form 13F-HR |
|---|
| 2021 | 2 | 2 |
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| 2020 | 4 | 4 |
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| 2019 | 3 | 3 |
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