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CIK 0001965229 • 7 13F filings • May 13, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("sensible-money-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 |
| 0001965229-25-000002 |
| $294.2M |
| View |
| Jul 30, 2026 | Q2 2026 | 13F-HR | 0001965229-26-000004 | $377.1M | View |
| Aug 5, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004508 | $263.8M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001965229-26-000002 | $328.7M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003050 | $233.4M | View |