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CIK 0001512780 • 8 13F filings • Apr 16, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("private-wealth-group-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 |
| 0001420506-25-002897 |
| $201.0M |
| View |
| Jul 8, 2026 | Q2 2026 | 13F-HR | 0001420506-26-001200 | $258.9M | View |
| Jul 22, 2025 | Q2 2025 | 13F-HR | 0001420506-25-001548 | $188.0M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR/A | 0001420506-26-000712 | $214.5M | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001420506-25-000781 | $170.1M | View |