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CIK 0002009346 • 7 13F filings • May 7, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("advantage-trust-co","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 |
| 0002009346-25-000009 |
| $221.3M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0002009346-26-000004 | $284.3M | View |
| Jul 30, 2025 | Q2 2025 | 13F-HR | 0002009346-25-000006 | $203.0M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002009346-26-000002 | $223.1M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0002009346-25-000004 | $165.0M | View |