Current Market Value 827,306,813
Current Holdings 555
Most Recent File Date 2025-08-08
Total Filings on Record 31
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Emerald Investment 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)
2025-08-08 2025-06-30 13F-HR 555 827,307
2025-05-09 2025-03-31 13F-HR 533 779,025
2025-02-04 2024-12-31 13F-HR 489 705,177
2024-11-04 2024-09-30 13F-HR 485 738,159
2024-07-26 2024-06-30 13F-HR 466 656,166
2024-04-29 2024-03-31 13F-HR 475 618,204
2024-01-23 2023-12-31 13F-HR 474 607,574
2023-10-25 2023-09-30 13F-HR 478 663,615
2023-08-03 2023-06-30 13F-HR 485 663,776
2023-05-08 2023-03-31 13F-HR 484 620,455
2023-02-13 2022-12-31 13F-HR 288 522,198
2022-11-04 2022-09-30 13F-HR 288 504,245
2022-08-11 2022-06-30 13F-HR 290 504,641
2022-05-09 2022-03-31 13F-HR 331 624,351
2022-02-10 2021-12-31 13F-HR 281 600,744
2021-11-12 2021-09-30 13F-HR 231 373,553
2021-08-06 2021-06-30 13F-HR 764 638,278
2021-05-17 2021-03-31 13F-HR 1172 556,420
2021-02-16 2020-12-31 13F-HR 299 541,868
2020-10-30 2020-09-30 13F-HR 390 285,462
2020-08-13 2020-06-30 13F-HR 321 217,253
2020-05-12 2020-03-31 13F-HR 263 163,447
2020-02-13 2019-12-31 13F-HR 273 205,111
2019-11-13 2019-09-30 13F-HR 259 188,691
2019-08-12 2019-06-30 13F-HR 224 172,447
2019-05-14 2019-03-31 13F-HR 271 178,864
2019-02-14 2018-12-31 13F-HR 249 146,735
2018-11-05 2018-09-30 13F-HR 266 175,212
2018-08-02 2018-06-30 13F-HR 248 163,983
2018-05-11 2018-03-31 13F-HR 238 157,787
2018-04-18 2017-12-31 13F-HR/A 1 R 221 164,234