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CIK 0001929349 • 7 13F filings • Apr 23, 2025 – Oct 21, 2026
Import this data to Google Sheets with:
=jivedata("financial-guidance-group-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 |
| 0001929349-25-000005 |
| $223.0M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001929349-26-000008 | $267.3M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004235 | $205.9M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001929349-26-000004 | $248.8M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002270 | $185.2M | View |