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CIK 0001758543 • 7 13F filings • May 6, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("financial-tax-architects-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 |
| 0001758543-25-000002 |
| $453.1M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001758543-26-000004 | $474.3M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001214659-25-012000 | $411.7M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001758543-26-000003 | $448.4M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001214659-25-007031 | $398.4M | View |