Loading…
CIK 0001846994 • 7 13F filings • Apr 22, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("echo-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 |
| 0001398344-25-019534 |
| $171.3M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001398344-26-012617 | $195.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013461 | $163.2M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006803 | $173.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007422 | $148.0M | View |