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CIK 0001929071 • 7 13F filings • May 13, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("finer-wealth-management-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 |
| 0001929071-25-000002 |
| $200.7M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001929071-26-000004 | $223.8M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001221073-25-000078 | $187.1M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001929071-26-000002 | $199.4M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001221073-25-000054 | $166.9M | View |