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CIK 0002026150 • 7 13F filings • May 15, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("m-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 |
| 0001172661-25-004346 |
| $113.9M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002811 | $127.3M | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003023 | $108.4M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002210 | $118.8M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001922 | $107.3M | View |