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CIK 0001135439 • 7 13F filings • Apr 24, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("tcv-trust-wealth-management-inc","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 |
| 0001140361-25-039035 |
| $1.19B |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001140361-26-029583 | $1.32B | View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0001140361-25-025564 | $1.14B | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001140361-26-015860 | $1.19B | View |
| Apr 24, 2025 | Q1 2025 | 13F-HR | 0001140361-25-015354 | $1.08B | View |