First seen by DFX
Sep 13, 2026
date not stated
Canopy Partners: PROBABLE_SFO -> CONFIRMED_MFO (Cincinnati RIA that calls itself a shared family office serving a limited number of families.)
First seen by DFX
Sep 12, 2026
date not stated
Canopy Partners found on the SEC adviser roster (sfo_shape)
Canopy Partners, LLC reported $291,472,291 across 245 13(f) positions for the quarter ended 2026-03-31
Canopy Partners, LLC reduced Kroger Co 42,985 -> 27,521 shares ($2,685,703 -> $1,991,420)
Canopy Partners, LLC reported $306,951,159 across 253 13(f) positions for the quarter ended 2025-12-31
Canopy Partners, LLC increased Service Now Inc 2,340 -> 11,205 shares ($2,153,455 -> $1,716,494)
Canopy Partners, LLC exited Blackstone Private Credi T Fund Class I (was $6,024,306, 240,107 shares)
Canopy Partners, LLC reported $299,346,944 across 235 13(f) positions for the quarter ended 2025-09-30
Canopy Partners, LLC increased Tesla Motors 3,815 -> 5,362 shares ($1,211,873 -> $2,384,589)
Canopy Partners, LLC increased Broadcom Inc 7,340 -> 9,554 shares ($2,023,302 -> $3,151,997)
Canopy Partners, LLC reported $272,645,350 across 227 13(f) positions for the quarter ended 2025-06-30
Canopy Partners, LLC reduced Kroger Co 83,699 -> 43,678 shares ($5,665,585 -> $3,133,023)
Canopy Partners, LLC reduced Vanguard Muni BND Tax Exempt ETF 51,660 -> 31,835 shares ($2,563,369 -> $1,560,870)
Canopy Partners, LLC reduced UnitedHealth Group 5,036 -> 3,469 shares ($2,637,605 -> $1,082,224)
Canopy Partners, LLC reported $256,642,580 across 217 13(f) positions for the quarter ended 2025-03-31
Canopy Partners, LLC opened a $5,684,831 position in Blackstone Private Credi T Fund Class I (224,165 shares)
Canopy Partners, LLC opened a $4,790,650 position in Berkshire Hathaway Inc CL A (6 shares)
Canopy Partners, LLC reported $261,969,564 across 213 13(f) positions for the quarter ended 2024-12-31