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CIK 0001780507 • 6 13F filings • May 6, 2025 – Jul 23, 2026
Import this data to Google Sheets with:
=jivedata("wt-wealth-management-0001780507-filer","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 |
| 0001780507-25-000012 |
| $347.5M |
| View |
| Jul 23, 2026 | Q2 2026 | 13F-HR | 0001780507-26-000004 | $361.1M | View |
| Sep 10, 2025 | Q2 2025 | 13F-HR | 0001780507-25-000011 | $337.6M | View |
| Apr 21, 2026 | Q1 2026 | 13F-HR | 0001780507-26-000003 | $336.4M | View |
| May 6, 2025 | Q1 2025 | 13F-HR | 0001780507-25-000008 | $307.8M | View |