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CIK 0001765617 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("ifs-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 |
| 0001765617-25-000010 |
| $170.9M |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0001765617-26-000005 | $208.8M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001765617-25-000007 | $132.2M | View |
| Apr 6, 2026 | Q1 2026 | 13F-HR | 0001765617-26-000004 | $194.0M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001765617-25-000005 | $123.2M | View |