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CIK 0001067532 • 7 13F filings • May 6, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("forbes-j-m-co-llp","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 |
| 0001140361-25-039557 |
| $1.20B |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001140361-26-028924 | $1.27B | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001140361-25-026328 | $1.09B | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001140361-26-015061 | $1.18B | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001140361-25-017471 | $1.03B | View |