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CIK 0002003570 • 7 13F filings • Apr 17, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("bcu-wealth-advisors-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 |
| 0002085853-25-000102 |
| $247.2M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000728 | $301.1M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000866 | $222.7M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000432 | $268.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000449 | $192.2M | View |