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CIK 0001999925 • 7 13F filings • Apr 21, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("premier-path-wealth-partners-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 5 quarters
| 13F-HR |
| 0001999925-25-000005 |
| $777.0M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001999925-26-000003 | $869.6M | View |
| Aug 4, 2025 | Q2 2025 | 13F-HR | 0001956824-25-000008 | $718.5M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001999925-26-000002 | $767.4M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001999925-25-000002 | $642.7M | View |