Loading…
CIK 0001994563 • 7 13F filings • Apr 25, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("dinuzzo-private-wealth-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 5 quarters
| 13F-HR |
| 0001994563-25-000007 |
| $881.9M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001994563-26-000003 | $1.01B | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001994563-25-000005 | $842.4M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001994563-26-000002 | $928.1M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001994563-25-000003 | $794.4M | View |