Truvvo Partners LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2022
Location
New York, NY
CIK
0001660071
Alternate names
Carleon Capital Partners LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2022 11 5,216 13F-HR 11/14/2022 000187476122000007 Truvvo Partners LLC
Q2 2022 12 5,989 13F-HR 8/15/2022 000187476122000006 Truvvo Partners LLC
Q1 2022 11 6,363 13F-HR 5/16/2022 000187476122000003 Truvvo Partners LLC
Q4 2021 13 9,381 13F-HR 2/14/2022 000187476122000002 Truvvo Partners LLC
Q3 2021 30 144,410 13F-HR 11/15/2021 000187476121000008 Truvvo Partners LLC
Q2 2021 26 145,949 13F-HR 8/16/2021 000187476121000007 Truvvo Partners LLC
Q1 2021 23 131,883 13F-HR 5/17/2021 000117266121001326 Truvvo Partners LLC
Q4 2020 27 149,407 13F-HR 2/16/2021 000117266121000831 Truvvo Partners LLC
Q3 2020 41 129,662 13F-HR 11/16/2020 000117266120002293 Truvvo Partners LLC
Q2 2020 44 128,056 13F-HR 8/14/2020 000117266120001841 Truvvo Partners LLC
Q1 2020 39 108,733 13F-HR 5/15/2020 000117266120001383 Truvvo Partners LLC
Q4 2019 43 188,481 13F-HR 2/14/2020 000117266120000545 Truvvo Partners LLC
Q3 2019 47 179,589 13F-HR 11/8/2019 000117266119002138 Truvvo Partners LLC
Q2 2019 47 179,531 13F-HR 8/13/2019 000117266119001712 Truvvo Partners LLC
Q1 2019 19 135,668 13F-HR 5/15/2019 000117266119001220 Truvvo Partners LLC
Q4 2018 42 139,502 13F-HR 2/14/2019 000117266119000690 Truvvo Partners LLC
Q3 2018 47 160,783 13F-HR 11/14/2018 000117266118002087 Carleon Capital Partners LLC
Q2 2018 51 151,956 13F-HR 8/10/2018 000117266118001505 Carleon Capital Partners LLC
Q1 2018 91 270,295 13F-HR 5/15/2018 000117266118001214 Carleon Capital Partners LLC
Q4 2017 125 295,443 13F-HR 2/13/2018 000117266118000396 Carleon Capital Partners LLC
Q3 2017 125 301,086 13F-HR 11/14/2017 000117266117002104 Carleon Capital Partners LLC
Q2 2017 126 276,515 13F-HR 7/27/2017 000117266117001431 Carleon Capital Partners LLC
Q1 2017 114 223,119 13F-HR 5/15/2017 000117266117001135 Carleon Capital Partners LLC
Q4 2016 121 285,838 13F-HR 2/13/2017 000117266117000553 Carleon Capital Partners LLC
Q3 2016 120 222,539 13F-HR 11/10/2016 000117266116004143 Carleon Capital Partners LLC
Q2 2016 118 194,575 13F-HR 8/9/2016 000117266116003676 Carleon Capital Partners LLC
Q1 2016 120 222,039 13F-HR 5/12/2016 000117266116003251 Carleon Capital Partners LLC
Q4 2015 107 190,943 13F-HR 2/10/2016 000117266116002510 Carleon Capital Partners LLC