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CIK 0001907480 • 6 13F filings • May 9, 2025 – Jul 23, 2026
Import this data to Google Sheets with:
=jivedata("klein-pavlis-peasley-financial-inc-0001907480-filer","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
| Q3 2025 |
| 13F-HR |
| 0001907480-25-000007 |
| $162.9M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001907480-26-000003 | $192.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001907480-25-000006 | $149.9M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001907480-26-000002 | $180.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001907480-25-000004 | $138.9M | View |