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CIK 0002010095 • 7 13F filings • Apr 11, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("sard-wealth-management-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 |
| 0001951757-25-001166 |
| $175.3M |
| View |
| Aug 12, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001229 | $209.1M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001951757-25-000594 | $162.2M | View |
| Apr 10, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000566 | $183.9M | View |
| Apr 11, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000333 | $149.2M | View |