Loading…
CIK 0000934040 • 5 13F filings • Feb 13, 2026 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("perryman-financial-advisory-inc-ad","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 |
| 0001214659-26-008887 |
| $751.3M |
| View |
| Apr 29, 2026 | Q1 2026 | 13F-HR/A | 0001214659-26-005219 | $667.0M | View |