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CIK 0002033987 • 5 13F filings • Nov 4, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("a4-wealth-advisors-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 4 quarters
| 13F-HR |
| 0002033987-25-000002 |
| $118.6M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002033987-26-000006 | $150.8M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0002033987-26-000004 | $122.4M | View |