NEW ENGLAND GUILD WEALTH ADVISORS, INC.

All 13F Portfolio Filings

Most recent 13F
Q4 2022
Location
Avon, CT
CIK
0000878057
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q4 2022 67 189,668 13F-HR 1/11/2023 000087805723000001 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q3 2022 66 165,408 13F-HR 10/6/2022 000087805722000004 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q2 2022 70 162,049 13F-HR 7/8/2022 000087805722000003 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q1 2022 73 188,672 13F-HR 4/18/2022 000087805722000002 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q4 2021 72 199,777 13F-HR 1/12/2022 000087805722000001 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q3 2021 66 188,739 13F-HR 10/7/2021 000087805721000004 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q2 2021 68 184,365 13F-HR 7/12/2021 000087805721000003 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q1 2021 69 177,840 13F-HR 4/8/2021 000087805721000002 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q4 2020 61 168,569 13F-HR 1/15/2021 000087805721000001 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q3 2020 53 143,209 13F-HR 10/5/2020 000087805720000004 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q2 2020 56 136,134 13F-HR 7/8/2020 000087805720000003 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q1 2020 51 111,366 13F-HR 4/6/2020 000087805720000002 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q4 2019 57 139,300 13F-HR 1/6/2020 000087805720000001 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q3 2019 54 139,250 13F-HR 10/10/2019 000087805719000010 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q2 2019 54 134,671 13F-HR 8/20/2019 000087805719000005 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q1 2019 51 132,200 13F-HR 8/20/2019 000087805719000004 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q4 2018 49 119,237 13F-HR 8/20/2019 000087805719000003 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q3 2018 55 110,771 13F-HR 8/21/2019 000087805719000009 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q2 2018 54 109,499 13F-HR 8/21/2019 000087805719000008 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q1 2018 53 105,627 13F-HR 8/21/2019 000087805719000007 NEW ENGLAND GUILD WEALTH ADVISORS, INC.
Q4 2017 53 104,486 13F-HR 8/21/2019 000087805719000006 NEW ENGLAND GUILD WEALTH ADVISORS, INC.