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CIK 0001845698 • 7 13F filings • Apr 25, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("crown-wealth-group-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 |
| 0002085853-25-000126 |
| $332.8M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000791 | $393.0M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000836 | $266.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000447 | $340.5M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000523 | $192.8M | View |