13F Filings History of Autumn Glory Partners, LLC

Latest 13F report
Q3 2025 - 22 Oct 2025
Value $
$242,294,537
Signature - Title
Courtney Lawson - Chief Compliance Officer
Location
Dallas, TX
Summary
This page shows a list of all the recent 13F filings made by Autumn Glory Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Autumn Glory Partners, LLC reported 193 stock holdings with total value $242,294,537 as of Q3 2025. Top holdings included VOO, MSFT, SPY, DGRO, and OKE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q3 2025 193 $242,294,537 +$26,532,383 -$9,729,018 +$16,803,365 VOO, MSFT, SPY, DGRO, OKE 13F-HR 22 Oct 2025, 13:10
Q2 2025 187 $212,695,344 +$28,652,982 -$13,144,944 +$15,508,038 VOO, MSFT, SPY, OKE, DGRO 13F-HR 22 Jul 2025, 14:30
Q1 2025 182 $184,488,601 +$18,677,837 -$28,746,380 -$10,068,543 VOO, OKE, BRKB, DGRO, SPY 13F-HR 21 Apr 2025, 14:53
Q4 2024 172 $203,731,986 +$7,944,134 -$62,597,338 -$54,653,204 VOO, OKE, SPY, MSFT, DGRO 13F-HR 30 Jan 2025, 10:34
Q3 2024 197 $259,523,547 +$57,662,749 -$5,659,338 +$52,003,411 SPY, VOO, BRKB, MSFT, OKE 13F-HR 24 Oct 2024, 14:22
Q2 2024 170 $195,484,450 +$10,425,357 -$18,488,098 -$8,062,741 VOO, MSFT, SPY, OKE, DGRO 13F-HR 01 Aug 2024, 13:35
Q1 2024 170 $204,418,076 +$22,251,453 -$8,200,238 +$14,051,215 VOO, MSFT, SPY, OKE, DGRO 13F-HR 30 Apr 2024, 12:59
Q4 2023 164 $175,520,786 +$12,127,736 -$11,697,993 +$429,743 VOO, MSFT, SPY, DGRO, OKE 13F-HR 24 Jan 2024, 09:26
Q3 2023 155 $160,954,027 +$37,911,080 -$6,717,723 +$31,193,357 VOO, DGRO, MSFT, SPY, OKE 13F-HR 01 Nov 2023, 10:37
Q2 2023 134 $127,338,189 +$54,033,765 -$36,881,431 +$17,152,334 SPY, MSFT, DGRO, BRKB, JNJ 13F-HR 02 Aug 2023, 10:16
Q1 2023 128 $116,979,272 +$7,978,843 -$79,628,506 -$71,649,663 DGRO, VOO, OKE, SPY, BRKB 13F-HR 27 Apr 2023, 15:45
Q4 2022 161 $187,149,203 +$42,197,919 -$18,431,314 +$23,766,605 OKE, DGRO, VOO, BRKB, ABBV 13F-HR 31 Jan 2023, 10:21
Q3 2022 150 $148,408,000 +$31,290,132 -$10,125,740 +$21,164,392 VTI, VOO, DGRO, OKE, MSFT 13F-HR 26 Oct 2022, 18:38
Q2 2022 156 $134,922,000 +$23,946,145 -$39,645,253 -$15,699,108 VTI, DGRO, VOO, OKE, SPY 13F-HR 08 Aug 2022, 11:49
Q1 2022 145 $171,357,000 +$19,586,280 -$84,590,726 -$65,004,446 OKE, BRKB, VTI, MSFT, DGRO 13F-HR 04 May 2022, 13:41
Q4 2021 218 $239,639,000 $0 $0 $0 AAPL, MSFT, OKE, SPY, BRKB 13F-HR 16 Feb 2022, 14:12