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Manager record

Signal Tree Financial Partners Llc

Copley, OH · CIK 2069337 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$150.88MReported 13F valueQ2 2026 · as filed
53Holdings listed
+13.9%vs prior quartervalue change includes market moves
5Quarters on record
Aug 14Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $301.1M$301.1MQ2 2025132 holdingsQ3 2025: $126.2M$126.2MQ3 202548 holdingsQ4 2025: $131.1M$131.1MQ4 202548 holdingsQ1 2026: $132.5M$132.5MQ1 202647 holdingsQ2 2026: $150.9M$150.9MQ2 202653 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 14 2026 13F-HR · period Q2 2026

$150.88M · 53 holdings listed · View original SEC filing ↗
May 15 2026 13F-HR · period Q1 2026

$132.48M · 47 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$131.15M · 48 holdings listed · View original SEC filing ↗
Nov 14 2025 13F-HR · period Q3 2025

$126.21M · 48 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$85.20M · 42 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$99.73M · 42 holdings listed · View original SEC filing ↗
Jul 15 2025 13F-HR · period Q2 2025

$116.17M · 48 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 14, 2026 · Change methodology