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CIK 0001799797 • 7 13F filings • Apr 21, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("provident-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 |
| 0001398344-25-019221 |
| $330.6M |
| View |
| Aug 4, 2026 | Q2 2026 | 13F-HR | 0001398344-26-013424 | $388.4M | View |
| Jul 18, 2025 | Q2 2025 | 13F-HR | 0001398344-25-013303 | $305.8M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001398344-26-006673 | $330.6M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001398344-25-007377 | $290.2M | View |