Align Financial, LLC

CIK 0002089183 • 4 13F filings • Feb 17, 2026 – Oct 16, 2026

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=jivedata("align-financial-llc","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

$0 latest

Past 3 quarters

Q4 2025

Q2 2026

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

No holdings data for this filing. Run the 13f-holdings-enricher to populate.

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Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 16, 2026	Q3 2026	13F-HR	0002089183-26-000005	—	View
Feb 17, 2026	Q4 2025	13F-HR	0002089183-26-000001	$172.4M	View
Jul 27, 2026	Q2 2026