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CIK 0001632972 • 6 13F filings • Apr 16, 2025 – Jul 15, 2026
Import this data to Google Sheets with:
=jivedata("wealth-enhancement-advisory-services-llc-0001632972-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 5 quarters
| Q3 2025 |
| 13F-HR |
| 0001214659-25-015495 |
| $66.14B |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008573 | $59.79B | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001214659-25-010232 | $60.45B | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004436 | $49.10B | View |
| Apr 16, 2025 | Q1 2025 | 13F-HR | 0001214659-25-005972 | $52.29B | View |