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CIK 0001963030 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("forza-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 |
| 0001963030-25-000012 |
| $261.1M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001963030-26-000003 | $325.9M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001963030-25-000005 | $243.9M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001963030-26-000002 | $287.5M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001963030-25-000003 | $222.5M | View |