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CIK 0001963536 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("jessup-wealth-management-inc","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 |
| 0001963536-25-000002 |
| $268.5M |
| View |
| Aug 11, 2026 | Q2 2026 | 13F-HR | 0001963536-26-000005 | $335.3M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004502 | $249.2M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001963536-26-000003 | $274.0M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002478 | $237.9M | View |