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CIK 0002011177 • 7 13F filings • May 13, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("long-island-wealth-management-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 |
| 0001951757-25-001296 |
| $205.4M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001165 | $242.2M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002056519-25-000005 | $192.5M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000670 | $215.6M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0002056519-25-000002 | $164.2M | View |