Loading…
CIK 0002079807 • 4 13F filings • Jan 27, 2026 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("highroad-wealth-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 3 quarters
| 13F-HR |
| 0002079807-26-000003 |
| $118.6M |
| View |
| Apr 15, 2026 | Q1 2026 | 13F-HR | 0002079807-26-000002 | $102.4M | View |