• 13F History

NorthLanding Financial Partners, LLC

13F Filings History

Latest 13F report
Q1 2025 - Apr 21, 2025
Value $
$102M
Signature - Title
Bryce Carey - CEO
Location
Rochester, NY
Summary
This page shows a list of all the recent 13F filings made by NorthLanding Financial Partners, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. NorthLanding Financial Partners, LLC reported 39 stock holdings with total value $102M as of Q1 2025. Top holdings included IVV, IEFA, AGG, VTV, and VCRB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 39 $102M +$3.24M -$795K +$2.45M IVV, IEFA, AGG, VTV, VCRB 13F-HR 4/21/2025, 10:00 AM
Q4 2024 35 $99.1M +$2.93M -$1.71M +$1.22M IVV, IEFA, AGG, VTV, VCRB 13F-HR 1/17/2025, 12:19 PM
Q3 2024 35 $101M +$2.07M -$1.21M +$864K IVV, IEFA, VTV, AGG, VCRB 13F-HR 10/23/2024, 01:47 PM
Q2 2024 36 $94.2M $0 $0 IVV, IEFA, VTV, AGG, VCRB New Holdings 7/18/2024, 03:33 PM
Q2 2024 36 $94.2M +$2.64M -$991K +$1.65M IVV, IEFA, VTV, AGG, VCRB 13F-HR 7/10/2024, 01:13 PM
Q1 2024 35 $91.9M +$32.4M -$28.1M +$4.37M IVV, IEFA, VTV, AGG, VCRB 13F-HR 5/8/2024, 11:07 AM
Q4 2023 33 $84.5M +$1.56M -$2.52M -$960K VTV, IEFA, VUG, AGG, FTEC 13F-HR 2/2/2024, 09:21 AM
Q3 2023 33 $78M +$4.47M -$101K +$4.37M VTV, IEFA, VUG, AGG, FTEC 13F-HR 10/30/2023, 03:47 PM
Q2 2023 33 $76.7M +$4.4K -$51.7M -$51.7M VTV, IEFA, VUG, AGG, FTEC 13F-HR 8/8/2023, 04:40 PM
Q1 2023 66 $142M +$3.13M -$5.17M -$2.03M VTV, IEFA, AGG, VUG, FIXD 13F-HR 4/27/2023, 10:27 AM
Q4 2022 61 $138M +$3.8M -$1.16M +$2.64M VTV, IEFA, AGG, VUG, FIXD 13F-HR 2/3/2023, 12:31 PM
Q3 2022 64 $127M VTV, IEFA, AGG, VUG, FIXD 13F-HR 11/14/2022, 09:16 AM