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CIK 0001999928 • 3 13F filings • Apr 28, 2025 – Nov 3, 2025
Import this data to Google Sheets with:
=jivedata("barlow-wealth-partners-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 |
| 0001951757-25-001236 |
| $898.6M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000999 | $925.5M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000980 | $835.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000665 | $900.0M | View |
| Apr 28, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000466 | $761.4M | View |