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CIK 0001900195 • 7 13F filings • Apr 24, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("surience-private-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 |
| 0001725547-25-004108 |
| $109.4M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001725547-26-000253 | $113.7M | View |
| Jul 15, 2025 | Q2 2025 | 13F-HR | 0001725547-25-003433 | $106.5M | View |
| Apr 20, 2026 | Q1 2026 | 13F-HR | 0001725547-26-000144 | $93.2M | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001725547-25-001543 | $57.5M | View |