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CIK 0002049750 • 7 13F filings • May 14, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("kaufman-rossin-wealth-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 |
| 0001725547-25-004113 |
| $182.7M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001725547-26-000232 | $211.1M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003408 | $158.0M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000143 | $174.5M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001725547-25-002245 | $139.9M | View |