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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Positions held by Chessman Wealth Strategies RIA consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Chessman Wealth Strategies RIA

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