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CIK 0001915687 • 6 13F filings • Apr 25, 2025 – Aug 11, 2026
Import this data to Google Sheets with:
=jivedata("clay-northam-wealth-management-llc-0001915687-filer","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
| Q3 2025 |
| 13F-HR |
| 0001915687-25-000002 |
| $175.1M |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0001915687-26-000003 | $203.3M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003896 | $156.4M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001915687-26-000002 | $178.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002329 | $142.9M | View |