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CIK 0002097516 • 4 13F filings • Nov 20, 2025 – Jul 21, 2026
Import this data to Google Sheets with:
=jivedata("portus-wealth-advisors-llc-0002097516-filer","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 4 quarters
| 13F-HR |
| 0002097516-25-000002 |
| $100.3M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0002097516-26-000006 | $121.5M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002097516-26-000005 | $106.2M | View |