Loading…
CIK 0002016322 • 6 13F filings • May 15, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("foguth-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 5 quarters
| 13F-HR |
| 0002016322-26-000007 |
| $878.9M |
| View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0002016322-25-000008 | $467.4M | View |
| Jun 1, 2026 | Q1 2026 | 13F-HR | 0002016322-26-000006 | $857.3M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0002016322-25-000006 | $412.1M | View |