Loading…
CIK 0002011000 • 7 13F filings • Apr 23, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("foundation-wealth-management-llc-pa","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 |
| 0001754960-25-000699 |
| $258.2M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000577 | $331.3M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000557 | $231.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000300 | $283.5M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002255 | $210.1M | View |