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CIK 0002107238 • 3 13F filings • Jan 26, 2026 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("forteris-wealth-management-inc-0002107238-filer","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 3 quarters
| Q2 2026 |
| 13F-HR |
| 0002107238-26-000003 |
| $122.2M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002107238-26-000002 | $104.5M | View |