Wellesley Asset Management

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Wellesley, MA
CIK
0001533551
Alternate names
Wellesley Investment Advisors
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 42 1,228,897 13F-HR 8/14/2023 000153355123000003 Wellesley Asset Management
Q1 2023 47 1,355,252 13F-HR 5/15/2023 000153355123000002 Wellesley Asset Management
Q4 2022 48 1,477,746 13F-HR 2/10/2023 000153355123000001 Wellesley Asset Management
Q3 2022 65 1,410,899 13F-HR 11/14/2022 000153355122000005 Wellesley Asset Management
Q2 2022 55 1,496,758 13F-HR 8/15/2022 000153355122000004 Wellesley Asset Management
Q1 2022 68 1,470,923 13F-HR 5/16/2022 000153355122000003 Wellesley Asset Management
Q4 2021 48 1,246,625 13F-HR 2/14/2022 000153355122000002 Wellesley Asset Management
Q3 2021 57 1,177,683 13F-HR 11/15/2021 000153355121000007 Wellesley Asset Management
Q2 2021 31 833,876 13F-HR 8/13/2021 000153355121000004 Wellesley Asset Management
Q1 2021 31 833,876 13F-HR 5/11/2021 000153355121000003 Wellesley Asset Management
Q4 2020 34 864,268 NEW HOLDINGS 3/1/2021 000153355121000002 Wellesley Asset Management
Q4 2020 34 864,268 13F-HR 2/16/2021 000153355121000001 Wellesley Asset Management
Q3 2020 40 901,796 13F-HR 11/13/2020 000153355120000004 Wellesley Asset Management
Q2 2020 40 832,265 13F-HR 8/13/2020 000153355120000003 Wellesley Asset Management
Q1 2020 46 849,520 13F-HR 5/14/2020 000153355120000002 Wellesley Asset Management
Q4 2019 45 1,246,944 13F-HR 2/13/2020 000153355120000001 Wellesley Asset Management
Q3 2019 60 1,529,215 13F-HR 11/12/2019 000153355119000007 Wellesley Asset Management
Q2 2019 56 1,478,978 13F-HR 8/9/2019 000153355119000003 Wellesley Asset Management
Q1 2019 60 1,422,951 13F-HR 5/7/2019 000153355119000002 Wellesley Asset Management
Q4 2018 76 1,460,473 13F-HR 2/7/2019 000153355119000001 Wellesley Asset Management
Q3 2018 68 1,602,461 13F-HR 11/13/2018 000153355118000004 Wellesley Asset Management
Q2 2018 65 1,671,401 13F-HR 8/13/2018 000153355118000003 Wellesley Asset Management
Q1 2018 68 1,892,335 13F-HR 5/11/2018 000153355118000002 Wellesley Asset Management
Q4 2017 59 1,898,837 13F-HR 2/9/2018 000153355118000001 Wellesley Asset Management
Q3 2017 62 1,864,820 13F-HR 11/13/2017 000153355117000004 Wellesley Asset Management
Q2 2017 67 1,931,165 13F-HR 8/11/2017 000153355117000003 Wellesley Asset Management
Q1 2017 64 1,913,175 13F-HR 5/12/2017 000153355117000002 Wellesley Asset Management
Q4 2016 71 1,933,032 13F-HR 2/13/2017 000153355117000001 Wellesley Asset Management
Q3 2016 71 1,898,032 13F-HR 11/10/2016 000153355116000010 Wellesley Asset Management
Q2 2016 75 1,844,854 13F-HR 8/10/2016 000153355116000009 Wellesley Investment Advisors
Q1 2016 76 1,703,298 13F-HR 5/12/2016 000153355116000006 Wellesley Investment Advisors
Q4 2015 72 1,760,457 13F-HR 2/12/2016 000153355116000005 Wellesley Investment Advisors
Q3 2015 79 1,714,335 13F-HR 11/12/2015 000153355115000004 Wellesley Investment Advisors
Q2 2015 78 1,738,783 13F-HR 8/11/2015 000153355115000003 Wellesley Investment Advisors
Q1 2015 74 1,704,069 13F-HR 5/8/2015 000153355115000002 Wellesley Investment Advisors
Q4 2014 89 1,705,504 13F-HR 2/11/2015 000153355115000001 Wellesley Investment Advisors
Q3 2014 81 1,614,016 13F-HR 11/12/2014 000153355114000005 Wellesley Investment Advisors
Q2 2014 80 1,591,342 13F-HR 8/11/2014 000153355114000004 Wellesley Investment Advisors
Q1 2014 91 1,557,547 13F-HR 5/13/2014 000153355114000003 Wellesley Investment Advisors
Q4 2013 92 1,417,187 RESTATEMENT 3/25/2014 000153355114000002 Wellesley Investment Advisors
Q4 2013 91 1,665,395 13F-HR 2/14/2014 000153355114000001 Wellesley Investment Advisors