Bay Harbor Wealth Management, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationhunt valley, MD
- CIK0001767989
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
181 | $308.07M | IVV, IUSB, DFAU, VUG | 13F-HR | Jan 27, 2025 | 000143774925001885 | ||
164 | $306.12M | IUSB, IVV, DFAU, VEA | 13F-HR | Oct 24, 2024 | 000143774924031991 | ||
168 | $286.92M | IVV, IUSB, VUG, VEA | 13F-HR | Jul 24, 2024 | 000143774924023319 | ||
172 | $278.49M | IVV, IUSB, VEA, VUG | 13F-HR | Apr 22, 2024 | 000143774924012696 | ||
168 | $261.68M | IVV, VUG, VEA, VTV | 13F-HR | Jan 26, 2024 | 000143774924002257 | ||
163 | $237.82M | IVV, VUG, VEA, IUSB | 13F-HR | Oct 25, 2023 | 000143774923028870 | ||
167 | $245.24M | IVV, VUG, VEA, IUSB | 13F-HR | Jul 19, 2023 | 000143774923020206 | ||
165 | $235.56M | IVV, IUSB, VEA, VUG | 13F-HR | May 3, 2023 | 000143774923012227 | ||
191 | $224.00K | IVV, VEA, VTV, VUG | 13F-HR | Jan 25, 2023 | 000143774923001714 | ||
199 | $212.24M | IVV, VEA, VUG, VTV | 13F-HR | Nov 2, 2022 | 000143774922025523 | ||
192 | $221.50M | IVV, VEA, KRE, VUG | 13F-HR | Aug 5, 2022 | 000143774922019102 | ||
196 | $247.39M | VUG, VEA, IVV, VTV | 13F-HR | Apr 19, 2022 | 000143774922009206 | ||
159 | $248.51M | VEA, VUG, IVV, VTV | 13F-HR | Feb 10, 2022 | 000143774922002940 | ||
209 | $236.96M | VEA, VUG, BNDX, VTV | 13F-HR | Nov 24, 2021 | 000143774921027350 | ||
208 | $234.63M | VUG, VEA, VTV, BNDX | 13F-HR | Jul 28, 2021 | 000143774921017702 | ||
223 | $218.03M | VEA, VUG, VTV, BNDX | 13F-HR | May 5, 2021 | 000143774921010821 | ||
437 | $220.43M | VUG, VEA, VTV, BNDX | 13F-HR | Feb 9, 2021 | 000143774921002274 | ||
399 | $200.81M | VUG, VEA, BNDX, VTV | 13F-HR | Oct 27, 2020 | 000143774920021682 | ||
381 | $187.50M | VUG, VEA, VTV, BNDX | 13F-HR | Jul 16, 2020 | 000143774920015281 | ||
385 | $164.71M | VEA, BNDX, VUG, VTV | 13F-HR | May 20, 2020 | 000143774920011378 | ||
375 | $185.20M | VEA, VTV, VUG, BNDX | 13F-HR | Jan 27, 2020 | 000143774920001217 | ||
394 | $167.33M | VEA, VTV, VUG, BNDX | 13F-HR | Oct 15, 2019 | 000143774919020039 | ||
410 | $161.28M | VEA, VTV, VUG, BNDX | 13F-HR | Jul 18, 2019 | 000143774919014231 | ||
426 | $146.69M | VEA, VTV, BNDX, VUG | 13F-HR | Apr 22, 2019 | 000143774919007657 | ||
414 | $125.66M | VEA, BNDX, VTV, BSV | 13F-HR | Feb 14, 2019 | 000143774919002545 |