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CIK 0002051717 • 7 13F filings • Apr 23, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("lifelong-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 |
| 0001725547-25-004186 |
| $336.3M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001725547-26-000233 | $425.6M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003381 | $301.4M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000133 | $376.3M | View |
| Apr 23, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001450 | $213.4M | View |