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CIK 0002111403 • 4 13F filings • Feb 12, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("laurel-oak-wealth-management-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 3 quarters
| 13F-HR |
| 0002111403-26-000003 |
| $686.5M |
| View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0002111403-26-000002 | $595.5M | View |