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CIK 0002036517 • 7 13F filings • Apr 30, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("luminvest-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 5 quarters
| 13F-HR |
| 0002036517-25-000002 |
| $306.8M |
| View |
| Jul 29, 2026 | Q2 2026 | 13F-HR | 0002036517-26-000004 | $430.3M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003919 | $278.9M | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0002036517-26-000002 | $382.5M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002501 | $242.7M | View |