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CIK 0002094435 • 5 13F filings • Oct 29, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("tred-avon-family-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 4 quarters
| 13F-HR |
| 0002094435-25-000001 |
| $291.1M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0002094435-26-000003 | $326.7M | View |
| Apr 22, 2026 | Q1 2026 | 13F-HR | 0002094435-26-000002 | $301.3M | View |