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CIK 0002079687 • 2 13F filings • Jul 22, 2026 – Oct 15, 2026
Import this data to Google Sheets with:
=jivedata("winnacle-wealth-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 |
| 0002079687-25-000002 |
| $100.8M |
| View |
| Nov 4, 2025 | Q3 2025 | 13F-HR | 0002079687-25-000005 | $127.7M | View |
| Jul 22, 2026 | Q2 2026 | 13F-HR | 0001754960-26-000581 | $147.1M | View |
| Aug 12, 2025 | Q2 2025 | 13F-HR | 0002079687-25-000001 | $134.2M | View |
| May 19, 2026 | Q1 2026 | 13F-HR | 0001754960-26-000391 | $129.6M | View |
| Aug 26, 2025 | Q1 2025 | 13F-HR | 0002079687-25-000004 | $108.4M | View |