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CIK 0001725362 • 9 13F filings • May 7, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("bell-brown-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 |
| 0001172661-25-001590 |
| $268.7M |
| View |
| Nov 7, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004625 | $305.4M | View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0001725362-26-000008 | $330.1M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002772 | $279.7M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001725362-26-000004 | $308.3M | View |
| May 7, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001589 | $256.4M | View |