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CIK 0001965270 • 7 13F filings • Apr 16, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("hassell-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 |
| 0001965270-25-000008 |
| $288.3M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001965270-26-000008 | $326.0M | View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004163 | $273.7M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0001965270-26-000004 | $298.0M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002126 | $234.3M | View |