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CIK 0001667074 • 7 13F filings • May 15, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("true-private-wealth-advisors","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 |
| 0001172661-25-005117 |
| $981.4M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001172661-26-002754 | $1.16B | View |
| Aug 11, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003025 | $890.0M | View |
| May 15, 2026 | Q1 2026 | 13F-HR | 0001172661-26-002230 | $1.05B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001172661-25-002148 | $823.2M | View |