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CIK 0001791998 • 7 13F filings • Apr 15, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("net-worth-advisory-group","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 |
| 0001754960-25-000668 |
| $345.7M |
| View |
| Jul 14, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000481 | $396.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001754960-25-000454 | $451.2M | View |
| May 5, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000355 | $482.4M | View |
| Apr 15, 2025 | Q1 2025 | 13F-HR | 0001754960-25-000198 | $317.9M | View |