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CIK 0001728031 • 7 13F filings • May 1, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("a-i-financial-services-llc","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 |
| 0001728031-25-000004 |
| $204.9M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001728031-26-000003 | $229.6M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003777 | $177.2M | View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0001728031-26-000002 | $211.1M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002528 | $147.8M | View |