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CIK 0001744318 • 7 13F filings • Apr 22, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("minichmacgregor-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 |
| 0001172661-25-004469 |
| $512.7M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002643 | $659.2M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002620 | $467.6M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001514 | $566.7M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001533 | $446.4M | View |