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CIK 0001922884 • 7 13F filings • May 2, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("boyce-associates-wealth-consulting-inc","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 |
| 0001754960-25-000704 |
| $122.2M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000612 | $144.2M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000388 | $109.5M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000236 | $132.0M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000271 | $100.0M | View |