Loading…
CIK 0001903883 • 7 13F filings • Apr 21, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("shelton-wealth-management-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 |
| 0001725547-25-004105 |
| $220.9M |
| View |
| Jul 13, 2026 | Q2 2026 | 13F-HR | 0001725547-26-000222 | $254.9M | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003405 | $207.6M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000164 | $228.6M | View |
| Apr 21, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001425 | $183.9M | View |