Truvvo Partners LLC SEC EDGAR Filings (CIK 0001660071)

SEC EDGAR filings, ownership reports, and insider transactions for Truvvo Partners LLC.

Business address
1407 Broadway, Suite 448, New York, NY, 10018
Top securities (13F)
GS, AAPL, VOO, EFA, MSFT, HD, MAR, MA, TGS, EDN, and SUPV
State of incorporation
DE
Fiscal year end
31 December
Former names
Carleon Capital Partners LLC (to 14 Nov 2018)
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Truvvo Partners LLC has filed 28 SEC EDGAR filings since 10 Feb 2016

Latest Filings

Recent SEC filings for Truvvo Partners LLC including 13F-HR.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2022 30 Sep 2022 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2022 30 Jun 2022 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 May 2022 31 Mar 2022 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2022 31 Dec 2021 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2021 30 Sep 2021 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Aug 2021 30 Jun 2021 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2021 31 Mar 2021 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Feb 2021 31 Dec 2020 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 16 Nov 2020 30 Sep 2020 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2020 30 Jun 2020 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2020 31 Mar 2020 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2020 31 Dec 2019 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2019 30 Sep 2019 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Aug 2019 30 Jun 2019 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2019 31 Mar 2019 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Feb 2019 31 Dec 2018 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2018 30 Sep 2018 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Aug 2018 30 Jun 2018 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2018 31 Mar 2018 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2018 31 Dec 2017 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Nov 2017 30 Sep 2017 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jul 2017 30 Jun 2017 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2017 31 Mar 2017 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2017 31 Dec 2016 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2016 30 Sep 2016 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2016 30 Jun 2016 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 May 2016 31 Mar 2016 028-17139
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2016 31 Dec 2015 028-17139

About this filer

Truvvo Partners LLC files with the SEC under CIK 0001660071. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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