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CIK 0001998980 • 8 13F filings • Jun 27, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("adviceone-advisory-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 |
| 0001951757-25-000568 |
| $112.7M |
| View |
| Nov 19, 2025 | Q3 2025 | 13F-HR | 0001951757-25-001450 | $150.4M | View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000981 | $177.0M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000951 | $135.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000589 | $165.2M | View |
| Jun 27, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000569 | $122.5M | View |