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CIK 0001864229 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("prentice-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 5 quarters
| 13F-HR |
| 0001941040-25-000535 |
| $405.6M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001941040-26-000416 | $484.4M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001941040-25-000382 | $380.6M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001941040-26-000228 | $443.2M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001941040-25-000212 | $346.4M | View |