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CIK 0002053757 • 5 13F filings • Nov 7, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("fiscal-wisdom-wealth-management-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 4 quarters
| 13F-HR |
| 0002053757-25-000007 |
| $105.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002053757-26-000007 | $117.9M | View |
| May 6, 2026 | Q1 2026 | 13F-HR | 0002053757-26-000004 | $104.2M | View |