Loading…
CIK 0001853239 • 6 13F filings • May 15, 2025 – Aug 13, 2026
Import this data to Google Sheets with:
=jivedata("willis-johnson-wealth-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 |
| 0001853239-25-000004 |
| $1.62B |
| View |
| Aug 13, 2026 | Q2 2026 | 13F-HR | 0001853239-26-000004 | $1.80B | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001085146-25-004993 | $1.47B | View |
| Apr 23, 2026 | Q1 2026 | 13F-HR | 0001853239-26-000003 | $1.72B | View |
| May 15, 2025 | Q1 2025 | 13F-HR | 0001085146-25-003176 | $1.32B | View |