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CIK 0002106942 • 4 13F filings • Jan 28, 2026 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("nvest-wealth-strategies-inc","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 3 quarters
| 13F-HR |
| 0002106942-26-000003 |
| $0K |
| View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0002106942-26-000002 | $142.9M | View |