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CIK 0001802459 • 7 13F filings • May 14, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("cws-financial-advisors-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 |
| 0001104659-25-106015 |
| $360.3M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001104659-26-088541 | $450.6M | View |
| Aug 8, 2025 | Q2 2025 | 13F-HR | 0001104659-25-075641 | $343.7M | View |
| Apr 27, 2026 | Q1 2026 | 13F-HR | 0001104659-26-049318 | $390.3M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001104659-25-047906 | $316.7M | View |