Baystate Wealth Management LLC
13F Portfolio Filings
- Most recent 13FQ4 2023
- Locationboston, MA
- CIK0001546408
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
1,327 | $1.36B | IWY, SPDW, PRF, IVV | 13F-HR | Jan 29, 2024 | 000154640824000001 | ||
1,043 | $1.21B | IWY, SPDW, PRF, IVV | 13F-HR | Oct 26, 2023 | 000154640823000006 | ||
1,062 | $1.22B | IWY, SPDW, PRF, IVV | RESTATEMENT | Sep 21, 2023 | 000154640823000005 | ||
1,038 | $1.15B | PRF, IWY, SPDW, IVV | 13F-HR | Apr 25, 2023 | 000154640823000003 | ||
983 | $1.09B | PRF, IWY, IVV, SPDW | 13F-HR | Jan 13, 2023 | 000154640823000001 | ||
930 | $971.74M | PRF, SPDW, IWY, IVV | 13F-HR | Nov 14, 2022 | 000154640822000004 | ||
1,030 | $1.03B | SPDW, PRF, IWY, ICSH | 13F-HR | Aug 2, 2022 | 000154640822000003 | ||
921 | $1.13B | SPDW, PRF, IWY, IVV | 13F-HR | Apr 19, 2022 | 000154640822000002 | ||
924 | $1.11B | SPDW, IWY, PRF, IVV | 13F-HR | Jan 21, 2022 | 000154640822000001 | ||
925 | $1.01B | SPDW, IWY, PRF, IVV | 13F-HR | Nov 5, 2021 | 000154640821000004 | ||
873 | $1.01B | SPDW, IWY, PRF, IVV | 13F-HR | Jul 26, 2021 | 000154640821000003 | ||
814 | $943.81M | SPDW, IWY, IVV, SPSB | 13F-HR | Apr 21, 2021 | 000154640821000002 | ||
727 | $877.89M | SPDW, PRF, IWY, SPSB | 13F-HR | Jan 15, 2021 | 000154640821000001 | ||
725 | $837.22M | IWY, SPDW, PRF, SPSB | 13F-HR | Oct 14, 2020 | 000154640820000004 | ||
721 | $854.34M | SPDW, IWY, SPSB, PRF | 13F-HR | Jul 28, 2020 | 000154640820000003 | ||
675 | $757.19M | SPDW, SPSB, ICSH, IWY | 13F-HR | Apr 22, 2020 | 000154640820000002 | ||
667 | $820.97M | PRF, SPDW, IWY, SPSB | 13F-HR | Jan 21, 2020 | 000154640820000001 | ||
631 | $759.00M | SPDW, PRF, IWY, IWR | 13F-HR | Oct 30, 2019 | 000154640819000004 | ||
645 | $762.66M | SPDW, PRF, IWR, IWY | 13F-HR | Jul 2, 2019 | 000154640819000003 | ||
661 | $755.55M | SPDW, PRF, IWR, IWY | 13F-HR | Apr 25, 2019 | 000154640819000002 | ||
674 | $685.76M | SPDW, PRF, IWR, IWY | 13F-HR | Jan 24, 2019 | 000154640819000001 | ||
688 | $566.17M | PRF, IWR, IWY, AMLP | 13F-HR | Oct 16, 2018 | 000154640818000004 | ||
693 | $674.64M | SPDW, PRF, IWY, IWR | 13F-HR | Jul 17, 2018 | 000154640818000003 | ||
675 | $660.42M | SPDW, IWR, IWY, PRFUSD | 13F-HR | Apr 24, 2018 | 000154640818000002 | ||
667 | $673.25M | SPDW, IWR, IWY, PRFUSD | 13F-HR | Jan 23, 2018 | 000154640818000001 | ||
644 | $600.45M | SPDW, IWR, IWY, PRFUSD | 13F-HR | Oct 10, 2017 | 000154640817000004 | ||
693 | $557.65M | SPDW, IWR, IWY, PRFUSD | 13F-HR | Jul 20, 2017 | 000154640817000003 | ||
659 | $519.96M | SPDW, IWY, PRFUSD, IWM | 13F-HR | Apr 25, 2017 | 000154640817000002 | ||
436 | $502.94M | SPDW, ILCG, IWM, PRFUSD | 13F-HR | Jan 5, 2017 | 000154640817000001 | ||
53 | $461.98M | SPDW, ILCG, VWO, IWM | 13F-HR | Oct 6, 2016 | 000154640816000010 | ||
58 | $443.42M | SPDW, ILCG, VWO, IWM | 13F-HR | Jul 1, 2016 | 000154640816000008 | ||
63 | $461.25M | SPDW, ACWI, ILCG, VWO | 13F-HR | Apr 7, 2016 | 000154640816000007 | ||
53 | $466.76M | SPDW, SPSB, ACWI, ILCG | 13F-HR | Jan 11, 2016 | 000154640816000005 | ||
56 | $382.96M | SPDW, ACWI, ILCG, VWO | 13F-HR | Oct 14, 2015 | 000154640815000004 | ||
60 | $372.36M | SPDW, JNK, VWO, ACWI | 13F-HR | Jul 7, 2015 | 000154640815000003 | ||
52 | $361.46M | SPDW, IOO, ACWI, VWO | 13F-HR | Apr 17, 2015 | 000154640815000002 | ||
53 | $314.94M | SPDW, IOO, ACWI, JNK | 13F-HR | Jan 8, 2015 | 000154640815000001 | ||
55 | $312.40M | SPDW, IOO, ACWI, ILCG | 13F-HR | Oct 2, 2014 | 000154640814000004 | ||
53 | $298.68M | SPDW, IOO, ACWI, VWO | 13F-HR | Jul 2, 2014 | 000154640814000003 | ||
50 | $268.91M | SPDW, IOO, ACWI, QAI | 13F-HR | Apr 3, 2014 | 000154640814000002 | ||
41 | $237.76M | VEU, IOO, ILCG, IWR | 13F-HR | Jan 15, 2014 | 000154640814000001 |