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CIK 0001705929 • 7 13F filings • Apr 29, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("quattro-financial-advisors-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 |
| 0001214659-25-015139 |
| $316.2M |
| View |
| Jul 16, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008622 | $467.8M | View |
| Jul 21, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010696 | $284.2M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004934 | $330.9M | View |
| Apr 29, 2025 | Q1 2025 | 13F-HR | 0001214659-25-006546 | $291.7M | View |