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CIK 0001767710 • 7 13F filings • May 14, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("guidance-point-advisors-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 |
| 0001172661-25-004412 |
| $414.7M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002985 | $473.6M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002997 | $389.3M | View |
| May 12, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001740 | $422.2M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001819 | $351.1M | View |