Current Market Value 138,807,145
Current Holdings 89
Most Recent File Date 2025-07-25
Total Filings on Record 11
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Alpha Financial 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)
2025-07-25 2025-06-30 13F-HR 89 138,807
2025-04-30 2025-03-31 13F-HR 85 124,654
2025-02-10 2024-12-31 13F-HR 83 126,506
2024-10-24 2024-09-30 13F-HR 108 140,232
2024-08-09 2024-06-30 13F-HR 73 115,512
2024-05-13 2024-03-31 13F-HR 73 109,880
2024-01-29 2023-12-31 13F-HR 81 101,350
2023-11-07 2023-09-30 13F-HR 82 86,118
2023-07-27 2023-06-30 13F-HR 92 93,920
2023-05-11 2023-03-31 13F-HR 89 88,925
2023-02-16 2022-12-31 13F-HR 81 82,497