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CIK 0002070929 • 8 13F filings • Jun 11, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("kondo-wealth-advisors-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 |
| 0001172661-25-002440 |
| $197.1M |
| View |
| Nov 5, 2025 | Q3 2025 | 13F-HR | 0001172661-25-004585 | $247.9M | View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002722 | $299.2M | View |
| Jul 29, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002771 | $226.5M | View |
| May 11, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001652 | $265.6M | View |
| Jun 11, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002441 | $202.8M | View |