Loading…
CIK 0002135623 • 4 13F filings • May 20, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("pathway-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 3 quarters
| 13F-HR |
| 0002085853-26-000781 |
| $143.4M |
| View |
| May 20, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000608 | $105.8M | View |