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TFO Wealth Partners, LLC: IBDR position timeline

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

TFO Wealth Partners, LLC held 100,604 IBDR 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 100,604 shares
    Change vs previous 13F +997 shares

    0.27% of the 13F portfolio, value $2,437,646.

    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 99,607 shares
    Change vs previous 13F +672 shares

    0.33% of the 13F portfolio, value $2,414,467.

    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 98,935 shares
    Change vs previous 13F +833 shares

    0.36% of the 13F portfolio, value $2,397,189.

    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 98,102 shares
    Change vs previous 13F +1,027 shares

    0.39% of the 13F portfolio, value $2,383,886.

    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 97,075 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $2,354,069.

    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).