Canopy Partners, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationcincinnati, OH
- CIK0001960860
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
213 | $261.97M | AAPL, VTI, MSFT, SPY | 13F-HR | Feb 13, 2025 | 000196086025000001 | ||
210 | $232.35M | VTI, AAPL, SPY, IEFA | 13F-HR | Nov 12, 2024 | 000196086024000008 | ||
198 | $215.34M | VTI, MSFT, SPY, IEFA | 13F-HR | Aug 9, 2024 | 000196086024000003 | ||
200 | $204.65M | VTI, IEFA, SPY, MSFT | 13F-HR | May 15, 2024 | 000196086024000002 | ||
162 | $164.13M | IEFA, SPY, AAPL, MSFT | 13F-HR | Feb 14, 2024 | 000196086024000001 |