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CIK 0002075389 • 4 13F filings • Jan 15, 2026 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("shrier-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 3 quarters
| 13F-HR |
| 0001951757-26-000983 |
| $296.5M |
| View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000594 | $273.6M | View |