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CIK 0002123012 • 3 13F filings • Apr 1, 2026 – Jul 8, 2026
Import this data to Google Sheets with:
=jivedata("dwr-wealth-management-llc-0002123012-filer","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 |
| 0001754960-26-000422 |
| $133.6M |
| View |
| Apr 7, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000199 | $115.0M | View |