Skip to content
Disclosery

TFO Wealth Partners, LLC: DFEM position timeline

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

TFO Wealth Partners, LLC held 336,373 DFEM 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 336,373 shares
    Change vs previous 13F +163,813 shares

    1.49% of the 13F portfolio, value $13,670,194.

    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 172,560 shares
    Change vs previous 13F +85,424 shares

    0.81% of the 13F portfolio, value $5,961,953.

    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 87,136 shares
    Change vs previous 13F +59,184 shares

    0.43% of the 13F portfolio, value $2,882,468.

    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 27,952 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $896,424.

    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).