Chessman Wealth Strategies RIA
Latest statistics and disclosures from Chessman Wealth Strategies RIA's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPIB, and represent 100.00% of Chessman Wealth Strategies RIA's stock portfolio.
- Reduced shares in these 5 stocks: OGE, GOVI, , SPIB, .
- Sold out of its positions in GOVI, OGE, SPYG, ELD.
- Chessman Wealth Strategies RIA was a net seller of stock by $-3.5M.
- Chessman Wealth Strategies RIA has $211k in assets under management (AUM), dropping by -94.25%.
- Central Index Key (CIK): 0001591278
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Chessman Wealth Strategies RIA holds 1 positions in its portfolio as reported in the December 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
---|---|---|---|---|---|---|
SPDR Barclay Cp Intr Trm Cr Bd (SPIB) | 100.0 | $211k | -58% | 6.0k | 35.32 |
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Past Filings by Chessman Wealth Strategies RIA
SEC 13F filings are viewable for Chessman Wealth Strategies RIA going back to 2017
- Chessman Wealth Strategies RIA 2019 Q4 filed Jan. 17, 2020
- Chessman Wealth Strategies RIA 2019 Q3 filed Oct. 25, 2019
- Chessman Wealth Strategies RIA 2019 Q2 filed July 19, 2019
- Chessman Wealth Strategies RIA 2019 Q1 filed April 9, 2019
- Chessman Wealth Strategies RIA 2018 Q4 filed Jan. 14, 2019
- Chessman Wealth Strategies RIA 2018 Q3 filed Oct. 12, 2018
- Chessman Wealth Strategies RIA 2018 Q2 filed July 13, 2018
- Chessman Wealth Strategies RIA 2018 Q1 filed May 9, 2018
- Chessman Wealth Strategies RIA 2017 Q4 filed Jan. 30, 2018