Chief Compliance Officer

0001911621-23-000004.txt : 20230802 0001911621-23-000004.hdr.sgml : 20230802 20230802101631 ACCESSION NUMBER: 0001911621-23-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230802 DATE AS OF CHANGE: 20230802 EFFECTIVENESS DATE: 20230802 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Autumn Glory Partners, LLC CENTRAL INDEX KEY: 0001911621 IRS NUMBER: 452633391 STATE OF INCORPORATION: OK FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22254 FILM NUMBER: 231134087 BUSINESS ADDRESS: STREET 1: 8235 DOUGLAS AVE STREET 2: STE 720 CITY: DALLAS STATE: TX ZIP: 72552 BUSINESS PHONE: (214) 378-1212 MAIL ADDRESS: STREET 1: 8235 DOUGLAS AVE CITY: DALLAS STATE: TX ZIP: 75225 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0001911621 XXXXXXXX 06-30-2023 06-30-2023 Autumn Glory Partners, LLC

8235 DOUGLAS AVE DALLAS TX 75225

13F HOLDINGS REPORT 028-22254 000288250 801-110630 N Courtney Lawson Chief Compliance Officer (214) 378-1212 Courtney Lawson Dallas TX 08-02-2023 3 170 136532262 false 1 000104643 801-14050 Capital Advisors, Inc. 2 000119174 801-70100 Wallace Capital Management, Inc. 3 000110506 801-57695 Saratoga Research & Investment Management INFORMATION TABLE 2 autumn_2q2023.inftbl.xml ABBOTT LABS COM 002824100 BBG001S5N9M6 293264 2690 SH SOLE 0 0 2690 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 492438 3655 SH SOLE 1 0 0 3655 ABBVIE INC COM 00287Y109 BBG0025Y4RZ3 847182 6288 SH SOLE 0 0 6288 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 481385 1560 SH SOLE 1 0 0 1560 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 BBG001SCXK90 1640103 5315 SH SOLE 3 0 0 5315 ADOBE SYSTEMS INCORPORATED COM 00724F101 BBG001S5NCQ5 1375529 2813 SH SOLE 3 0 0 2813 AGNC INVT CORP COM 00123Q104 BBG001T074G2 113456 11200 SH SOLE 1 0 0 11200 ALBEMARLE CORP COM 012653101 BBG001S7SBP9 446180 2000 SH SOLE 0 0 2000 ALPHABET 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