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Henderson Brothers Financial Partners, LLC: TAXF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Henderson Brothers Financial Partners, LLC on TAXF, newest first. How the timeline and the estimate are built.

Henderson Brothers Financial Partners, LLC held 96,635 TAXF shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 96,635 shares
    Change vs previous 13F -87,696 shares

    2.33% of the 13F portfolio, value $4,912,457.

    13F-HR 0002064329-26-000005 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 184,331 shares
    Change vs previous 13F +99,117 shares

    2.34% of the 13F portfolio, value $9,225,750.

    13F-HR 0002064329-26-000003 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 85,214 shares
    Change vs previous 13F not available

    2.15% of the 13F portfolio, value $4,293,075.

    13F-HR 0002064329-26-000002 filed by Henderson Brothers Financial Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).