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CIK 0001907320 • 7 13F filings • Apr 17, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("western-pacific-wealth-management-lp","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 |
| 0001104659-25-101147 |
| $102.5M |
| View |
| Aug 7, 2026 | Q2 2026 | 13F-HR | 0001104659-26-092621 | $110.6M | View |
| Jul 10, 2025 | Q2 2025 | 13F-HR | 0001104659-25-066955 | $104.3M | View |
| Apr 17, 2026 | Q1 2026 | 13F-HR | 0001104659-26-044774 | $98.4M | View |
| Apr 17, 2025 | Q1 2025 | 13F-HR | 0001104659-25-035904 | $110.6M | View |