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Disclosery

TFO Wealth Partners, LLC: DFAT position timeline

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

TFO Wealth Partners, LLC held 381,720 DFAT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 381,720 shares
    Change vs previous 13F -15,174 shares

    2.9% of the 13F portfolio, value $26,682,210.

    13F-HR 0001698750-26-000003 filed by TFO Wealth 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 396,894 shares
    Change vs previous 13F +485 shares

    3.37% of the 13F portfolio, value $24,786,034.

    13F-HR 0001698750-26-000002 filed by TFO Wealth 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 ended2025-12-31
    13F 396,409 shares
    Change vs previous 13F +15,141 shares

    3.53% of the 13F portfolio, value $23,602,221.

    13F-HR 0001698750-26-000001 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 381,268 shares
    Change vs previous 13F -1,706 shares

    3.62% of the 13F portfolio, value $22,193,639.

    13F-HR 0001698750-25-000005 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 382,974 shares
    Change vs previous 13F +23,648 shares

    3.64% of the 13F portfolio, value $20,665,257.

    13F-HR 0001085146-25-004675 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 359,326 shares
    Change vs previous 13F -32,871 shares

    3.67% of the 13F portfolio, value $18,501,694.

    13F-HR 0001085146-25-002752 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 392,197 shares
    Change vs previous 13F -6,549 shares

    10.36% of the 13F portfolio, value $21,829,676.

    13F-HR 0001085146-25-000909 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 398,746 shares
    Change vs previous 13F not available

    4.16% of the 13F portfolio, value $22,182,224.

    13F-HR 0001085146-24-005508 filed by TFO Wealth Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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