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CIK 0001908192 • 7 13F filings • Apr 24, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("stone-summit-wealth-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 |
| 0002085853-25-000137 |
| $352.6M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000614 | $394.0M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000854 | $322.8M | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000460 | $359.3M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000518 | $295.2M | View |