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CIK 0002064883 • 7 13F filings • May 1, 2025 – Oct 16, 2026
Import this data to Google Sheets with:
=jivedata("woodside-wealth-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 |
| 0002064883-25-000003 |
| $126.9M |
| View |
| Jul 24, 2026 | Q2 2026 | 13F-HR | 0001214659-26-008869 | $143.5M | View |
| Jul 23, 2025 | Q2 2025 | 13F-HR | 0002064883-25-000002 | $116.2M | View |
| Apr 13, 2026 | Q1 2026 | 13F-HR | 0001214659-26-004566 | $128.0M | View |
| May 1, 2025 | Q1 2025 | 13F-HR | 0002064883-25-000001 | $107.9M | View |