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CIK 0001757706 • 7 13F filings • Apr 25, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("benchmark-financial-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 |
| 0001757706-25-000016 |
| $332.3M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001757706-26-000006 | $405.5M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001757706-25-000009 | $302.5M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001757706-26-000004 | $361.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001757706-25-000006 | $264.9M | View |