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TFO Wealth Partners, LLCETFConcentrated long-term

CIK: 0001698750 | MAUMEE, OH

Q1 2026 vs Q2 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2026
13F-HR65$919.3M2026-08-10SEC ↗
Q1 2026
13F-HR72$735.4M2026-05-08SEC ↗
Q4 2025
13F-HR51$668.2M2026-02-05SEC ↗
Q3 2025
13F-HR50$613.5M2025-10-21SEC ↗
Q2 2025
13F-HR42$568.2M2025-08-07SEC ↗
Q1 2025
13F-HR39$504.2M2025-05-08SEC ↗
Q4 2024
13F-HR10$210.6M2025-02-07SEC ↗
Q3 2024
13F-HR37$544.7M2024-11-12SEC ↗
Q2 2024
13F-HR49$511.4M2024-08-15SEC ↗
Q1 2024
13F-HR790$515.6M2024-05-14SEC ↗
Q4 2023Amended
13F-HR/A953$491.7M2024-02-12SEC ↗
Q3 2023
13F-HR1129$478.5M2023-11-02SEC ↗
Q2 2023
13F-HR833$474.1M2023-08-14SEC ↗
Q1 2023
13F-HR815$455.9M2023-05-03SEC ↗
Q4 2022
13F-HR926$433.2M2023-02-03SEC ↗
Q3 2022
13F-HR138$906.8K2022-11-08SEC ↗
Q2 2022
13F-HR502$895.7K2022-07-18SEC ↗
Q1 2022
13F-HR118$670.5K2022-04-25SEC ↗
Q4 2021
13F-HR134$521.5K2022-01-21SEC ↗
Q3 2021
13F-HR159$990.5K2021-11-10SEC ↗
Q2 2021
13F-HR123$508.6K2021-07-14SEC ↗
Q1 2021
13F-HR171$730.8K2021-04-22SEC ↗
Q4 2020
13F-HR87$380.4K2021-01-29SEC ↗
Q3 2020
13F-HR153$877.9K2020-10-14SEC ↗
Q2 2020
13F-HR137$836.2K2020-07-17SEC ↗
Q1 2020
13F-HR134$577.1K2020-04-20SEC ↗
Q4 2019
13F-HR145$685.1K2020-01-27SEC ↗