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CIK 0002058267 • 7 13F filings • Apr 24, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("hartmann-taylor-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 |
| 0002058267-25-000007 |
| $139.3M |
| View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002058267-26-000003 | $151.0M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0002035533-25-000004 | $120.1M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002058267-26-000002 | $151.2M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0002058267-25-000003 | $111.6M | View |