Loading…
CIK 0002111587 • 4 13F filings • Feb 17, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("donalies-financial-planning-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 3 quarters
| 13F-HR |
| 0002111587-26-000003 |
| $135.7M |
| View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0002111587-26-000002 | $117.3M | View |