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CIK 0001964358 • 7 13F filings • Apr 22, 2025 – Oct 19, 2026
Import this data to Google Sheets with:
=jivedata("worth-financial-advisory-group-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 |
| 0001964358-25-000002 |
| $178.3M |
| View |
| Jul 31, 2026 | Q2 2026 | 13F-HR | 0001964358-26-000004 | $240.0M | View |
| Jul 17, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003895 | $162.9M | View |
| May 4, 2026 | Q1 2026 | 13F-HR | 0001964358-26-000002 | $228.9M | View |
| Apr 22, 2025 | Q1 2025 | 13F-HR | 0001085146-25-002209 | $157.4M | View |