Canopy Partners, LLC

Business address
3825 Edwards Road, Suite 420, Cincinnati, OH, 45209
Top securities (13F)
AAPL, VTI, MSFT, SPY, NVDA, IEFA, DFAU, MDY, GOOGL, AMZN, META, , DFAX, IWR, IEMG, JPM, BRKA, IJR, WMT, and AVGO
State of incorporation
OH
Fiscal year end
31 December
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Canopy Partners, LLC has filed 11 SEC EDGAR filings since 13 Jan 2023

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 30 Oct 2025 30 Sep 2025 028-23940
N-PX Open Document Open Filing 11 Aug 2025 30 Jun 2025 028-23940
13F-HR Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-23940
13F-HR Open Document Open Filing 07 May 2025 31 Mar 2025 028-23940
13F-HR Open Document Open Filing 13 Feb 2025 31 Dec 2024 028-23940
13F-HR Open Document Open Filing 12 Nov 2024 30 Sep 2024 028-23940
N-PX Open Document Open Filing 30 Aug 2024 30 Jun 2024 028-23940
13F-HR Open Document Open Filing 09 Aug 2024 30 Jun 2024 028-23940
13F-HR Open Document Open Filing 15 May 2024 31 Mar 2024 028-23940
13F-HR Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-23940
D Open Document Open Filing 13 Jan 2023 021-470661