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CIK 0001843848 • 7 13F filings • May 13, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("triagen-wealth-management-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 |
| 0001172661-25-004361 |
| $383.3M |
| View |
| Jul 21, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002712 | $399.8M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0001172661-25-002685 | $330.1M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001565 | $366.0M | View |
| May 13, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001775 | $283.6M | View |