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CIK 0002035324 • 9 13F filings • Apr 25, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("new-wave-wealth-advisors-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/A |
| 0002035324-25-000011 |
| $256.6M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR/A | 0002035324-26-000004 | $367.5M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0002035324-25-000005 | $235.3M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0002035324-26-000002 | $288.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002035324-25-000004 | $223.2M | View |