Loading…
CIK 0002028202 • 8 13F filings • Apr 22, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("elser-financial-planning-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 |
| 0001754960-25-000711 |
| $83.0M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000729 | $2.31B | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR/A | 0001754960-25-000447 | $80.2M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000387 | $2.06B | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000232 | $72.2M | View |