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CIK 0001868903 • 7 13F filings • Apr 23, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("c2c-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 |
| 0001951757-25-001377 |
| $116.5M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000940 | $127.6M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000879 | $110.4M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000648 | $118.2M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000424 | $106.5M | View |