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CIK 0001842974 • 7 13F filings • May 9, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("mcclarren-financial-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 |
| 0001214659-25-014963 |
| $163.5M |
| View |
| Jul 17, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008656 | $193.5M | View |
| Aug 7, 2025 | Q2 2025 | 13F-HR | 0001214659-25-011634 | $153.7M | View |
| Apr 16, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004716 | $168.9M | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001842974-25-000001 | $151K | View |