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CIK 0001946237 • 7 13F filings • May 2, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("strata-wealth-advisors-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 |
| 0001946237-25-000008 |
| $378.8M |
| View |
| Aug 5, 2026 | Q2 2026 | 13F-HR | 0001946237-26-000006 | $410.0M | View |
| Jul 31, 2025 | Q2 2025 | 13F-HR | 0001946237-25-000007 | $362.9M | View |
| Apr 28, 2026 | Q1 2026 | 13F-HR | 0001946237-26-000003 | $364.7M | View |
| May 2, 2025 | Q1 2025 | 13F-HR | 0001946237-25-000005 | $321.7M | View |