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CIK 0001846789 • 7 13F filings • May 15, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("weitzel-financial-services-inc","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 |
| 0001846789-25-000006 |
| $246.1M |
| View |
| Jul 15, 2026 | Q2 2026 | 13F-HR | 0001846789-26-000004 | $294.1M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0001846789-25-000005 | $236.2M | View |
| Apr 29, 2026 | Q1 2026 | 13F-HR | 0001846789-26-000003 | $265.4M | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001846789-25-000002 | $209.7M | View |