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CIK 0001989341 • 7 13F filings • May 13, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("invenio-wealth-partners-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 |
| 0001989341-25-000004 |
| $274.8M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001989341-26-000004 | $279.2M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001988408-25-000009 | $251.5M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001989341-26-000003 | $251.9M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001982776-25-000004 | $238.2M | View |