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CIK 0002022512 • 7 13F filings • May 5, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("jdh-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 |
| 0002022512-25-000007 |
| $140.9M |
| View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0002022512-26-000006 | $164.3M | View |
| Aug 1, 2025 | Q2 2025 | 13F-HR | 0002022512-25-000004 | $130.6M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0002022512-26-000005 | $148.3M | View |
| May 5, 2025 | Q1 2025 | 13F-HR | 0002022512-25-000003 | $116.5M | View |