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CIK 0001735734 • 7 13F filings • Apr 10, 2025 – Oct 14, 2026
Import this data to Google Sheets with:
=jivedata("wealth-alliance-advisory-group-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 |
| 0002085853-25-000079 |
| $554.4M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0002085853-26-000811 | $691.4M | View |
| Jul 7, 2025 | Q2 2025 | 13F-HR | 0001667731-25-000738 | $525.2M | View |
| Apr 9, 2026 | Q1 2026 | 13F-HR | 0002085853-26-000315 | $631.6M | View |
| Apr 10, 2025 | Q1 2025 | 13F-HR | 0001667731-25-000394 | $482.3M | View |