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CIK 0002059574 • 7 13F filings • Apr 15, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("members-wealth-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 |
| 0001951757-25-001419 |
| $157.9M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000963 | $182.4M | View |
| Jul 10, 2025 | Q2 2024 | 13F-HR | 0001951757-25-000610 | $149.1M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000720 | $167.4M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000371 | $132.6M | View |