Loading…
CIK 0001802119 • 7 13F filings • May 14, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("avalon-advisory-group","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 |
| 0001802119-25-000004 |
| $246.7M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0001802119-26-000003 | $270.8M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002583 | $232.8M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001802119-26-000002 | $247.9M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001858 | $212.3M | View |