Henderson Brothers Financial Partners, LLC

All 13F Filings

Location
Pittsburgh, PA
Most recent 13F
Q3 2026
Holdings value ($000)
275,748
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
Q3 2026 11/3/2026 75 275,748 13F-HR Henderson Brothers Financial Partners, LLC
Q2 2026 8/13/2026 77 211,251 13F-HR Henderson Brothers Financial Partners, LLC
Q1 2026 11/3/2026 71 191,767 13F-HR/A - RESTATEMENT Henderson Brothers Financial Partners, LLC
Q1 2026 5/4/2026 105 394,858 13F-HR Henderson Brothers Financial Partners, LLC
Q1 2025 2/10/2026 72 199,612 13F-HR Henderson Brothers Financial Partners, LLC
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 24.64 K 8.9% 0 1.884 K -1.884 K
ETFs 224.7 K 81.5% 40 K 0 40 K
Debt 26.38 K 9.6% 26.38 K 0 26.38 K
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Fund Snapshot

Q3 2026
Latest filed
11/3/2026
Total value ($000)
275,748
Holdings
75
QoQ value change ($000)
64,497 (30.5%)
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.