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CIK 0001716659 • 7 13F filings • Apr 14, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("parisi-gray-wealth-management","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 |
| 0001951757-25-001160 |
| $384.3M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001951757-26-000952 | $487.2M | View |
| Jul 8, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000591 | $348.9M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000533 | $419.8M | View |
| Apr 14, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000360 | $306.3M | View |