Canopy Partners, LLC

13F Filings History

Latest 13F report: Q2 2024 - Aug 9, 2024
Value $: $215M
Signature - Title: Patrick D. Hayes - Chief Compliance Officer
Location: Cincinnati, OH
Summary: This page shows a list of all the recent 13F filings made by Canopy Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Canopy Partners, LLC reported 198 stock holdings with total value $215M as of Q2 2024. Top holdings included VTI, MSFT, SPY, IEFA, and AAPL.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q2 2024	198	$215M	+$15.8M	-$5.29M	+$10.5M	VTI, MSFT, SPY, IEFA, AAPL	13F-HR	8/9/2024, 11:18 AM
Q1 2024	200	$205M	+$35.9M	-$7.37M	+$28.5M	VTI, IEFA, SPY, MSFT, MDY	13F-HR	5/15/2024, 12:41 PM
Q4 2023	162	$164M	$0	$0		IEFA, SPY, AAPL, MSFT, MDY	13F-HR	2/14/2024, 05:12 PM