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CIK 0001711360 • 7 13F filings • May 13, 2025 – Oct 13, 2026
Import this data to Google Sheets with:
=jivedata("fidato-wealth-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 |
| 0001711360-25-000007 |
| $152.1M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003019 | $171.1M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001711360-25-000004 | $139.9M | View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0001711360-26-000003 | $154.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001711360-25-000003 | $130.7M | View |