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CIK 0002145782 • 16 13F filings • Aug 7, 2026 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("pension-wealth-management-advisors-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 5 quarters
| 13F-HR |
| 0002145782-26-000010 |
| $250.4M |
| View |
| Aug 7, 2026 | Q4 2023 | 13F-HR | 0002145782-26-000006 | $158.7M | View |
| Aug 7, 2026 | Q4 2022 | 13F-HR | 0002145782-26-000002 | $116.8M | View |
| Aug 7, 2026 | Q3 2025 | 13F-HR | 0002145782-26-000013 | $317.2M | View |
| Aug 7, 2026 | Q3 2024 | 13F-HR | 0002145782-26-000009 | $195.0M | View |
| Aug 7, 2026 | Q3 2023 | 13F-HR | 0002145782-26-000005 | $138.8M | View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0002145782-26-000016 | $370.9M | View |
| Aug 7, 2026 | Q2 2025 | 13F-HR | 0002145782-26-000012 | $298.4M | View |
| Aug 7, 2026 | Q2 2024 | 13F-HR | 0002145782-26-000008 | $174.2M | View |
| Aug 7, 2026 | Q2 2023 | 13F-HR | 0002145782-26-000004 | $134.9M | View |
| Aug 7, 2026 | Q1 2026 | 13F-HR | 0002145782-26-000015 | $337.2M | View |
| Aug 7, 2026 | Q1 2025 | 13F-HR | 0002145782-26-000011 | $268.9M | View |
| Aug 7, 2026 | Q1 2024 | 13F-HR | 0002145782-26-000007 | $152.0M | View |
| Aug 7, 2026 | Q1 2023 | 13F-HR | 0002145782-26-000003 | $127.0M | View |