Loading…
CIK 0001846114 • 7 13F filings • Apr 24, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("boyd-wealth-management-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 |
| 0001846114-25-000002 |
| $232.3M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001846114-26-000010 | $264.2M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000805 | $230.9M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001846114-26-000009 | $236.5M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000504 | $200.7M | View |