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CIK 0001939237 • 7 13F filings • Apr 8, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("highland-financial-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 |
| 0002063364-25-000254 |
| $348.8M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0002063364-26-000184 | $454.6M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000133 | $311.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000113 | $378.7M | View |
| Apr 8, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000011 | $279.6M | View |