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Manager record

TSG Advice Partners, LLC

Columbus, OH · CIK 2111347 · 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.

$667.39MReported 13F valueQ1 2026 · as filed
135Holdings listed
+1.9%vs prior quartervalue change includes market moves
2Quarters on record
Apr 24Latest filed
Reported 13F value by quarter, Q4 2025 to Q1 2026Q4 2025: $655.1M$655.1MQ4 2025116 holdingsQ1 2026: $667.4M$667.4MQ1 2026135 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
Apr 24 2026 13F-HR · period Q1 2026

$667.39M · 135 holdings listed · View original SEC filing ↗
Feb 17 2026 13F-HR · period Q4 2025

$655.09M · 116 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: Q1 2026 · latest filing Apr 24, 2026 · Change methodology