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CIK 0002118328 • 2 13F filings • Apr 24, 2026 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("vertrix-wealth-management-llc-0002118328-filer","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 2 quarters
| 13F-HR |
| 0002118328-26-000001 |
| $271.5M |
| View |