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CIK 0001822236 • 7 13F filings • Apr 10, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("kwb-wealth","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 |
| 0001085146-25-005834 |
| $904.7M |
| View |
| Jul 10, 2026 | Q2 2026 | 13F-HR | 0001822236-26-000003 | $1.17B | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003922 | $822.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001822236-26-000002 | $1.01B | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002033 | $828.9M | View |