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CIK 0002033299 • 7 13F filings • Apr 30, 2025 – Oct 20, 2026
Import this data to Google Sheets with:
=jivedata("vestia-personal-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 |
| 0002033299-25-000008 |
| $172.5M |
| View |
| Aug 10, 2026 | Q2 2026 | 13F-HR | 0002033299-26-000003 | $256.0M | View |
| Jul 16, 2025 | Q2 2025 | 13F-HR | 0002033299-25-000003 | $146.0M | View |
| Apr 14, 2026 | Q1 2026 | 13F-HR | 0002033299-26-000002 | $212.8M | View |
| Apr 30, 2025 | Q1 2025 | 13F-HR | 0001785445-25-000008 | $126.4M | View |