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CIK 0002127791 • 3 13F filings • Apr 27, 2026 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("navigate-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 2 quarters
| 13F-HR |
| 0002127791-26-000001 |
| $142.4M |
| View |