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CIK 0001963728 • 7 13F filings • Apr 18, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("seed-wealth-management-inc","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 |
| 0001963728-25-000002 |
| $144.8M |
| View |
| Jul 27, 2026 | Q2 2026 | 13F-HR | 0001963728-26-000004 | $158.0M | View |
| Jul 14, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003796 | $134.2M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001963728-26-000002 | $145.4M | View |
| Apr 18, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002203 | $122.8M | View |