TFO Wealth Partners, LLC SEC EDGAR Filings (CIK 0001698750)

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

Business address
1440 Arrowhead Drive, Maumee, OH, 43537
Top securities (13F)
VEA, DFAC, IWB, DFUV, DFAT, SPY, IJR, IWF, DFAS, VOO, VXUS, IWM, IVV, VNQ, ITOT, VWO, JMST, VTI, VBIL, and DFIC
State of incorporation
OH
Fiscal year end
31 December
Former names
TFO-TDC, LLC (to 14 Aug 2023)
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TFO Wealth Partners, LLC has filed 27 SEC EDGAR filings since 27 Jan 2020

Latest Filings

Recent SEC filings for TFO Wealth Partners, LLC including 13F-HR, N-PX, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2025 30 Sep 2025 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2025 30 Jun 2025 028-19687
N-PX Open N-PX document View SEC filing for N-PX 24 Jul 2025 30 Jun 2025 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2025 31 Mar 2025 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Feb 2025 31 Dec 2024 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2024 30 Sep 2024 028-19687
N-PX Open N-PX document View SEC filing for N-PX 28 Aug 2024 30 Jun 2024 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Aug 2024 30 Jun 2024 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 May 2024 31 Mar 2024 028-19687
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 14 Feb 2024 31 Dec 2023 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Feb 2024 31 Dec 2023 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 Nov 2023 30 Sep 2023 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2023 30 Jun 2023 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 May 2023 31 Mar 2023 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Feb 2023 31 Dec 2022 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 Nov 2022 30 Sep 2022 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 Jul 2022 30 Jun 2022 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 25 Apr 2022 31 Mar 2022 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Jan 2022 31 Dec 2021 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2021 30 Sep 2021 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Jul 2021 30 Jun 2021 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 22 Apr 2021 31 Mar 2021 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2021 31 Dec 2020 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Oct 2020 30 Sep 2020 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 Jul 2020 30 Jun 2020 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 20 Apr 2020 31 Mar 2020 028-19687
13F-HR Open 13F-HR document View SEC filing for 13F-HR 27 Jan 2020 31 Dec 2019 028-19687

About this filer

TFO Wealth Partners, LLC files with the SEC under CIK 0001698750. 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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