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CIK 0002056676 • 7 13F filings • May 5, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("4wealth-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001941040-25-000575 |
| $112.0M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001941040-26-000425 | $130.3M | View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000412 | $98.4M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000269 | $117.0M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000258 | $91.8M | View |