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CIK 0002133429 • 4 13F filings • May 7, 2026 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("trustwell-financial-advisors-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 3 quarters
| 13F-HR |
| 0002133429-26-000004 |
| $117.9M |
| View |
| May 7, 2026 | Q1 2026 | 13F-HR | 0002133429-26-000002 | $106.3M | View |