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CIK 0001958384 • 7 13F filings • May 12, 2025 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("ria-advisory-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 |
| 0002085853-25-000287 |
| $390.1M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000817 | $459.6M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001667731-25-001112 | $340.2M | View |
| Apr 24, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000473 | $420.7M | View |
| May 12, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000613 | $307.4M | View |