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CIK 0001964819 • 6 13F filings • Apr 29, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("mcglone-suttner-wealth-management-inc-0001964819-filer","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
| Q3 2025 |
| 13F-HR |
| 0001964819-25-000007 |
| $714.6M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001964819-26-000003 | $852.4M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001964819-25-000005 | $662.3M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001964819-26-000002 | $755.2M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001964819-25-000002 | $609.4M | View |