Current Market Value 338,046,994
Current Holdings 890
Most Recent File Date 2025-07-16
Total Filings on Record 12
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Highline Wealth Partners Llc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-16 2025-06-30 13F-HR 890 338,047
2025-04-17 2025-03-31 13F-HR 1018 297,042
2025-01-10 2024-12-31 13F-HR 605 306,181
2024-10-25 2024-09-30 13F-HR 602 299,011
2024-10-28 2024-06-30 13F-HR 570 265,383
2024-10-28 2024-03-31 13F-HR 428 245,325
2024-10-29 2023-12-31 13F-HR 415 206,417
2024-10-29 2023-09-30 13F-HR 397 161,966
2024-10-29 2023-06-30 13F-HR 340 158,822
2024-10-29 2023-03-31 13F-HR 335 146,340
2024-10-29 2022-12-31 13F-HR 331 135,571
2024-10-29 2022-09-30 13F-HR 326 123,113