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CIK 0002027836 • 8 13F filings • Apr 8, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("hfg-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/A |
| 0001214659-25-016505 |
| $184.0M |
| View |
| Aug 13, 2026 | Q2 2026 | 13F-HR | 0001214659-26-010014 | $99.4M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010176 | $164.0M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004981 | $181.7M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005567 | $165.1M | View |