LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Boston, MA
CIK
0000932974
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 631 9,359,533 13F-HR 8/1/2023 000093297423000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2023 596 8,727,445 13F-HR 5/2/2023 000130833123000002 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2022 575 8,081,525 RESTATEMENT 3/2/2023 000093297423000002 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2022 578 8,560,077 13F-HR 2/14/2023 000093297423000001 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2022 611 7,688,810 13F-HR 10/25/2022 000093297422000005 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2022 648 8,136,938 13F-HR 7/26/2022 000093297422000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2022 643 9,748,717 13F-HR 4/13/2022 000093297422000003 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2021 728 10,908,259 13F-HR 2/14/2022 000093297422000001 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2021 753 10,097,912 13F-HR 11/12/2021 000093297421000005 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2021 959 9,873,593 13F-HR 8/13/2021 000130833121000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2021 298 9,039,298 13F-HR 4/14/2021 000093297421000003 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2020 785 8,933,227 13F-HR 1/14/2021 000093297421000001 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2020 596 7,967,501 13F-HR 10/15/2020 000093297420000005 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2020 594 7,249,730 13F-HR 7/30/2020 000093297420000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2020 666 5,965,124 13F-HR 4/15/2020 000093297420000003 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2019 679 7,406,394 13F-HR 1/22/2020 000093297420000002 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2019 694 6,885,538 13F-HR 11/5/2019 000093297419000008 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2019 727 6,869,164 13F-HR 8/9/2019 000093297419000007 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2019 740 6,576,178 13F-HR 4/8/2019 000093297419000006 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2018 724 5,525,009 13F-HR 2/13/2019 000093297419000005 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2018 671 6,313,069 13F-HR 10/31/2018 000093297418000005 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2018 684 5,759,904 13F-HR 8/7/2018 000093297418000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2018 739 5,504,437 13F-HR 4/20/2018 000093297418000003 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2017 770 5,446,436 13F-HR 2/8/2018 000093297418000002 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2017 921 5,178,515 RESTATEMENT 11/2/2017 000093297417000007 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2017 921 5,180,028 13F-HR 10/27/2017 000093297417000006 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2017 650 5,032,837 13F-HR 8/7/2017 000093297417000005 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2017 623 4,784,713 13F-HR 5/15/2017 000093297417000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2016 605 4,485,072 13F-HR 2/2/2017 000093297417000002 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2016 616 4,372,311 13F-HR 11/1/2016 000093297416000012 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2016 642 4,351,576 13F-HR 7/11/2016 000093297416000011 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2016 628 4,240,133 13F-HR 4/26/2016 000093297416000010 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2015 654 4,039,373 13F-HR 1/27/2016 000093297416000008 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2015 619 3,920,446 13F-HR 11/6/2015 000093297415000007 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2015 619 3,920,446 13F-HR 8/3/2015 000093297415000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2015 628 3,964,334 13F-HR 5/6/2015 000093297415000003 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2014 635 3,903,890 13F-HR 2/12/2015 000093297415000001 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2014 635 3,903,884 RESTATEMENT 2/12/2015 000093297415000002 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q3 2014 599 3,697,044 13F-HR 11/7/2014 000093297414000006 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q2 2014 624 3,695,101 13F-HR 8/12/2014 000093297414000005 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q1 2014 624 3,658,174 13F-HR 4/28/2014 000093297414000004 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Q4 2013 601 3,626,101 13F-HR 2/11/2014 000093297414000002 LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA