Loading…
CIK 0002107537 • 4 13F filings • Feb 5, 2026 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("cdm-financial-counseling-services-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 3 quarters
| 13F-HR |
| 0002085853-26-000722 |
| $116.1M |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000369 | $104.5M | View |