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CIK 0002135539 • 10 13F filings • May 15, 2026 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("sima-wealth-partners-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 |
| 0002135539-26-000008 |
| $117.7M |
| View |
| May 28, 2026 | Q3 2025 | 13F-HR | 0002135539-26-000004 | $130.8M | View |
| Jun 15, 2026 | Q3 2024 | 13F-HR | 0002135539-26-000009 | $115.2M | View |
| Jul 28, 2026 | Q2 2026 | 13F-HR | 0002135539-26-000011 | $141.1M | View |
| Jun 15, 2026 | Q2 2025 | 13F-HR | 0002135539-26-000006 | $12.9M | View |
| Jun 15, 2026 | Q2 2024 | 13F-HR | 0002135539-26-000010 | $104.9M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0002135539-26-000001 | $131.3M | View |
| Jun 15, 2026 | Q1 2025 | 13F-HR | 0002135539-26-000007 | $120.4M | View |