Talon Private Wealth, LLC

13F Filings History

Latest 13F report: Q4 2024 - Apr 1, 2025
Value $: $479M
Signature - Title: Andrew Halac - Compliance Officer
Location: The Villages, FL
Summary: This page shows a list of all the recent 13F filings made by Talon Private Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Talon Private Wealth, LLC reported 293 stock holdings with total value $479M as of Q4 2024. Top holdings included BKAG, DRSK, VGSH, MBB, and JAAA.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q4 2024	293	$479M	+$175M	-$158M	+$16.9M	BKAG, DRSK, VGSH, MBB, JAAA	Restatement	4/1/2025, 02:37 PM
Q3 2024	295	$475M	$0	$0		BKAG, DRSK, VGSH, MBB, JUCY	13F-HR	4/1/2025, 03:26 PM