NorthLanding Financial Partners, LLC

All 13F Filings

Location
Rochester, NY
Most recent 13F
Q2 2026
Holdings value ($000)
144,546
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 7/23/2026 45 144,546 13F-HR NorthLanding Financial Partners, LLC
Q1 2026 4/27/2026 41 124,026 13F-HR NorthLanding Financial Partners, LLC
Q4 2025 1/26/2026 41 124,528 13F-HR NorthLanding Financial Partners, LLC
Q3 2025 10/28/2025 43 119,821 13F-HR NorthLanding Financial Partners, LLC
Q2 2025 8/14/2025 42 112,968 13F-HR NorthLanding Financial Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 6.862 K 4.7% 1.88 K 0 1.88 K
ETFs 137.7 K 95.3% 18.64 K 0 18.64 K
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Fund Snapshot

Q2 2026
Latest filed
7/23/2026
Total value ($000)
144,546
Holdings
45
QoQ value change ($000)
20,520 (16.5%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.