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CIK 0001767313 • 7 13F filings • Apr 25, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("wealthbridge-capital-management-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 |
| 0001951757-25-001328 |
| $426.1M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001951757-26-001059 | $503.1M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001951757-25-001065 | $394.4M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001951757-26-000641 | $434.2M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0001951757-25-000448 | $353.9M | View |