13F Filings History of Interchange Capital Partners, LLC

Latest 13F report
Q4 2025 - 30 Jan 2026
Value $
$539,074,840
Signature - Title
Kendra Kasznel Reilly - Senior Director-Relationship Management
Location
Pittsburgh, PA
Summary
This page shows a list of all the recent 13F filings made by Interchange Capital Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Interchange Capital Partners, LLC reported 424 stock holdings with total value $539,074,840 as of Q4 2025. Top holdings included JMST, AAPL, JAAA, SMLR, and MSFT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 424 $539,074,840 +$64,765,975 -$20,156,117 +$44,609,858 JMST, AAPL, JAAA, SMLR, MSFT 13F-HR 30 Jan 2026, 12:18
Q3 2025 365 $510,137,996 +$70,366,500 -$9,373,873 +$60,992,627 JMST, SMLR, AAPL, JAAA, MSFT 13F-HR 10 Nov 2025, 21:27
Q2 2025 280 $432,914,255 +$58,278,934 -$13,999,301 +$44,279,633 SMLR, JMST, JAAA, AAPL, IQLT Restatement 31 Jul 2025, 13:41
Q1 2025 269 $356,798,669 +$96,495,345 -$9,561,920 +$86,933,425 SMLR, AAPL, JMST, IQLT, MSFT 13F-HR 29 Apr 2025, 18:42
Q4 2024 247 $275,539,131 +$15,746,645 -$24,018,229 -$8,271,584 IQLT, AAPL, JMST, VTV, MSFT 13F-HR 11 Feb 2025, 15:53
Q3 2024 260 $281,307,213 +$13,986,758 -$18,456,460 -$4,469,702 IQLT, AAPL, MSFT, VTV, IVV 13F-HR 28 Oct 2024, 15:21
Q2 2024 264 $269,641,536 +$130,399,008 -$5,351,588 +$125,047,420 IQLT, AAPL, MSFT, JPST, VTV 13F-HR 31 Jul 2024, 15:35
Q1 2024 167 $148,017,948 +$18,755,625 -$12,436,479 +$6,319,146 IQLT, VTV, IVV, IEFA, VLUE 13F-HR 08 May 2024, 14:11
Q4 2023 150 $133,481,020 +$7,589,837 -$14,529,852 -$6,940,015 IQLT, IVV, VTV, IEFA, VLUE 13F-HR 09 Jan 2024, 10:57
Q3 2023 149 $122,388,999 +$10,826,699 -$11,140,673 -$313,974 IQLT, IVV, VTV, IEFA, VLUE 13F-HR 13 Nov 2023, 12:35
Q2 2023 148 $131,037,764 +$12,278,235 -$71,978,648 -$59,700,413 IQLT, VTV, IVV, IEFA, VLUE 13F-HR 08 Aug 2023, 14:58
Q1 2023 210 $183,066,401 +$87,929,201 -$7,965,341 +$79,963,860 IQLT, VTV, JPST, AAPL, JMST 13F-HR 15 May 2023, 10:04
Q4 2022 126 $98,063,051 +$18,462,838 -$19,591,398 -$1,128,560 IQLT, VTV, IVV, VLUE, DVY 13F-HR 14 Feb 2023, 14:54
Q3 2022 147 $91,150,000 +$22,371,908 -$12,845,466 +$9,526,442 IQLT, VTV, VLUE, IVV, IEFA 13F-HR 07 Nov 2022, 16:41
Q2 2022 153 $88,909,000 +$21,680,068 -$14,156,656 +$7,523,412 VTV, VLUE, EFAV, IQLT, IEFA 13F-HR 05 Aug 2022, 17:28
Q1 2022 155 $97,329,000 +$18,594,973 -$14,410,777 +$4,184,196 VTV, VLUE, IEFA, IQLT, IAU 13F-HR 13 May 2022, 16:51
Q4 2021 150 $99,569,000 +$76,747,051 -$39,890,339 +$36,856,712 VTV, IEFA, VLUE, IAU, IEMG 13F-HR 03 Feb 2022, 17:39
Q3 2021 96 $59,807,000 +$2,526,714 -$6,650,336 -$4,123,622 AAPL, MSFT, PEP, ABT, IEFA 13F-HR 12 Nov 2021, 10:53
Q2 2021 103 $64,662,000 +$3,966,021 -$68,895,032 -$64,929,011 AAPL, MSFT, PEP, IEFA, MUB 13F-HR 16 Aug 2021, 16:10
Q1 2021 229 $119,856,000 +$11,445,349 -$46,745,241 -$35,299,892 IEFA, IEMG, IAU, AAPL, QUAL 13F-HR 05 May 2021, 15:43
Q4 2020 1,175 $184,133,000 $0 $0 $0 IAU, AAPL, IEFA, IEMG, VTV 13F-HR 12 Feb 2021, 17:45