Theory Financial - Portfolio Holdings by Quarter

Historical 13F-HR SEC quarterly filings for Theory Financial going back to Feb. 14, 2022

• Theory Financial 2026 Q2 - filed July 31, 2026 - new!
• Theory Financial 2026 Q1 - filed May 5, 2026
• Theory Financial 2025 Q4 - filed Feb. 10, 2026
• Theory Financial 2025 Q3 - filed Oct. 29, 2025
• Theory Financial 2025 Q2 - filed Aug. 11, 2025
• Theory Financial 2025 Q1 - filed May 2, 2025
• Theory Financial 2024 Q4 - filed Feb. 4, 2025
• Theory Financial 2024 Q3 - filed Nov. 7, 2024
• Theory Financial 2024 Q2 - filed July 24, 2024
• Theory Financial 2024 Q1 - filed May 13, 2024
• Theory Financial 2023 Q4 - filed Feb. 7, 2024
• Theory Financial 2023 Q3 - filed Nov. 15, 2023
• Theory Financial 2023 Q2 - filed Aug. 8, 2023
• Theory Financial 2023 Q1 - filed May 12, 2023
• Theory Financial 2022 Q4 - filed Feb. 8, 2023
• Theory Financial 2022 Q2 - filed Aug. 10, 2022
• Theory Financial 2022 Q1 - filed May 12, 2022
• Theory Financial 2021 Q4 - filed Feb. 14, 2022