Loading recent filings…
Loading 13F filers…
Most recent filings from publicly traded companies
Import this data to Google Sheets with:
=jivedata("AMJB","filings")Example uses the first company's ticker below; open any company's SEC filings page for the exact formula for that symbol.
| Date Filed | Form | Company | Alerts |
|---|---|---|---|
| Oct 21, 2026 | 424B2 | AMJBJPMORGAN CHASE & CO (0000019617) (Filer) | |
| Oct 21, 2026 | 424B2 | AMJBJPMORGAN CHASE & CO (0000019617) (Filer) | |
| Oct 21, 2026 | 424B2 | AMJBJPMORGAN CHASE & CO (0000019617) (Filer) | |
| Oct 21, 2026 | 424B2 | CCITIGROUP INC (0000831001) (Filer) | |
| Oct 21, 2026 | 424B2 | AMJBJPMORGAN CHASE & CO (0000019617) (Filer) | |
| Oct 21, 2026 | 424B2 | CCITIGROUP INC (0000831001) (Filer) | |
| Oct 21, 2026 | 424B2 | BACBANK OF AMERICA CORP /DE/ (0000070858) (Filer) | |
| Oct 21, 2026 | 424B2 | AMJBJPMORGAN CHASE & CO (0000019617) (Filer) | |
| Oct 21, 2026 | 424B2 | BACBANK OF AMERICA CORP /DE/ (0000070858) (Filer) | |
| Oct 21, 2026 | 424B2 | CCITIGROUP INC (0000831001) (Filer) |
Institutional investment managers
Import this data to Google Sheets with:
=jivedata("trellis-wealth-advisors-llc-0001989031-filer","13f")Example uses the first filer's slug below; open any filer's page for the exact formula for that manager.
| Filer | Latest Filing | AUM History | Sectors |
|---|---|---|---|
| Trellis Wealth Advisors LLC (0001989031) (Filer) | Oct 19, 2026Q3 2026 | $291.3M latest | — |
| Andera Partners | Oct 16, 2026Q3 2026 | $206.5M latest | — |
| 1834 INVESTMENT ADVISORS CO | Oct 16, 2026Q3 2026 | $882.6M latest | — |
| Alpine Bank Wealth Management | Oct 16, 2026Q3 2026 | $779.5M latest | — |
| ABSOLUTE CAPITAL MANAGEMENT, LLC | Oct 16, 2026Q3 2026 | $400.8M latest | — |
| Aerodigm Wealth, LLC | Oct 16, 2026Q3 2026 | $295.9M latest | — |
| Align Financial, LLC | Oct 16, 2026Q3 2026 | $201.5M latest | — |
| ACUTE INVESTMENT ADVISORY, LLC | Oct 16, 2026Q3 2026 | $9.5M latest | — |
| AlphaStar Capital Management, LLC | Oct 16, 2026Q3 2026 | $1.57B latest | — |
| AMERICAN FINANCIAL & TAX STRATEGIES INC | Oct 16, 2026Q3 2026 | $221.3M latest | — |