Current Market Value 169,179,667
Current Holdings 86
Most Recent File Date 2025-07-28
Total Filings on Record 19
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Tower Wealth Partners, Inc. . 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)
2025-07-28 2025-06-30 13F-HR 86 169,180
2025-04-11 2025-03-31 13F-HR 76 187,059
2025-02-07 2024-12-31 13F-HR 77 191,136
2024-10-29 2024-09-30 13F-HR 75 171,953
2024-08-09 2024-06-30 13F-HR 65 161,968
2024-04-18 2024-03-31 13F-HR 58 154,005
2024-01-22 2023-12-31 13F-HR 56 141,532
2023-10-25 2023-09-30 13F-HR 49 121,677
2023-07-31 2023-06-30 13F-HR 49 124,759
2023-05-04 2023-03-31 13F-HR 50 119,721
2023-01-31 2022-12-31 13F-HR 52 114,808
2022-11-14 2022-09-30 13F-HR 50 105,338
2022-08-15 2022-06-30 13F-HR 42 75,269
2022-04-15 2022-03-31 13F-HR 48 92,072
2022-02-11 2021-12-31 13F-HR 49 98,682
2021-11-15 2021-09-30 13F-HR 49 94,848
2021-08-12 2021-06-30 13F-HR 50 90,921
2021-05-17 2021-03-31 13F-HR 49 77,579
2021-04-09 2020-12-31 13F-HR 44 87,302