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CIK 0002064225 • 11 13F filings • Apr 17, 2025 – Jul 7, 2026
Import this data to Google Sheets with:
=jivedata("sfm-llc-d-b-a-sweeney-financial-advisors","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 |
| 0001085146-25-002153 |
| $141.9M |
| View |
| Apr 17, 2025 | Q4 2023 | 13F-HR | 0001085146-25-002149 | $121.0M | View |
| Oct 15, 2025 | Q3 2025 | 13F-HR | 0002064225-25-000001 | $172.0M | View |
| Apr 17, 2025 | Q3 2024 | 13F-HR | 0001085146-25-002152 | $133.4M | View |
| Jul 7, 2026 | Q2 2026 | 13F-HR | 0002064225-26-000004 | $195.1M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003911 | $155.8M | View |
| Apr 17, 2025 | Q2 2024 | 13F-HR | 0001085146-25-002151 | $132.8M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0002064225-26-000002 | $165.5M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002154 | $136.0M | View |
| Apr 17, 2025 | Q1 2024 | 13F-HR | 0001085146-25-002150 | $130.9M | View |