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CIK 0001645382 • 7 13F filings • Apr 17, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("mission-wealth-management-lp","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 |
| 0001172661-25-004574 |
| $5.04B |
| View |
| Jul 20, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002692 | $8.18B | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002879 | $4.68B | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002211 | $4.86B | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002181 | $4.07B | View |