Current Market Value 1,363,695,110
Current Holdings 1322
Most Recent File Date 2024-01-29
Total Filings on Record 43
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Baystate Wealth Management LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2024-01-29 2023-12-31 13F-HR 1322 1,363,695
2023-10-26 2023-09-30 13F-HR 1029 1,214,359
2023-09-21 2023-06-30 13F-HR/A 1 R 1047 1,218,775
2023-08-02 2023-06-30 13F-HR 337 804,083
2023-04-25 2023-03-31 13F-HR 1034 1,149,299
2023-01-13 2022-12-31 13F-HR 976 1,093
2022-11-14 2022-09-30 13F-HR 924 971,737
2022-08-02 2022-06-30 13F-HR 939 1,029,722
2022-04-19 2022-03-31 13F-HR 911 1,133,113
2022-01-21 2021-12-31 13F-HR 913 1,108,227
2021-11-05 2021-09-30 13F-HR 902 1,010,470
2021-07-26 2021-06-30 13F-HR 869 1,011,190
2021-04-21 2021-03-31 13F-HR 812 943,814
2021-01-15 2020-12-31 13F-HR 727 877,890
2020-10-14 2020-09-30 13F-HR 725 837,220
2020-07-28 2020-06-30 13F-HR 721 854,337
2020-04-22 2020-03-31 13F-HR 672 757,187
2020-01-21 2019-12-31 13F-HR 665 820,973
2019-10-30 2019-09-30 13F-HR 630 759,000
2019-07-02 2019-06-30 13F-HR 645 762,663
2019-04-25 2019-03-31 13F-HR 661 755,547
2019-01-24 2018-12-31 13F-HR 674 685,760
2018-10-16 2018-09-30 13F-HR 682 566,167
2018-07-17 2018-06-30 13F-HR 693 674,642
2018-04-24 2018-03-31 13F-HR 675 660,424
2018-01-23 2017-12-31 13F-HR 667 673,255
2017-10-10 2017-09-30 13F-HR 644 600,450
2017-07-20 2017-06-30 13F-HR 693 557,655
2017-04-25 2017-03-31 13F-HR 659 519,963
2016-10-06 2016-09-30 13F-HR 53 461,975
2016-07-01 2016-06-30 13F-HR 58 443,419
2016-04-07 2016-03-31 13F-HR 63 461,248
2016-01-11 2015-12-31 13F-HR 53 466,760
2015-10-14 2015-09-30 13F-HR 56 382,957
2015-07-07 2015-06-30 13F-HR 60 372,358
2015-04-17 2015-03-31 13F-HR 52 361,457
2015-01-08 2014-12-31 13F-HR 53 314,939
2014-10-02 2014-09-30 13F-HR 55 312,401
2014-07-02 2014-06-30 13F-HR 53 298,677
2014-04-03 2014-03-31 13F-HR 50 268,914
2014-01-15 2013-12-31 13F-HR 41 237,763
2013-10-08 2013-09-30 13F-HR 26 211,617
2013-08-05 2013-06-30 13F-HR 294 203,254