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CIK 0002056418 • 7 13F filings • Apr 17, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("grant-private-wealth-management-inc","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 |
| 0001754960-25-000636 |
| $162.1M |
| View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000404 | $237.2M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000367 | $176.4M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000241 | $188.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000206 | $92.7M | View |