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CIK 0001849518 • 7 13F filings • Apr 16, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("defined-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 |
| 0001849518-25-000007 |
| $172.2M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0001849518-26-000005 | $194.3M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001831193-25-000006 | $161.7M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001849518-26-000004 | $170.7M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001849518-25-000003 | $148.8M | View |