Baystate Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Boston, MA
CIK
0001546408
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 1,327 1,363,695 IWY, SPDW, PRF, IVV 13F-HR 1/29/2024 000154640824000001
Q3 2023 1,043 1,214,358 IWY, SPDW, PRF, IVV 13F-HR 10/25/2023 000154640823000006
Q2 2023 1,062 1,218,775 IWY, SPDW, PRF, IVV RESTATEMENT 9/21/2023 000154640823000005
Q1 2023 1,038 1,149,298 PRF, IWY, SPDW, IVV 13F-HR 4/25/2023 000154640823000003
Q4 2022 983 1,092,620 PRF, IWY, IVV, SPDW 13F-HR 1/12/2023 000154640823000001
Q3 2022 930 971,737 PRF, SPDW, IWY, IVV 13F-HR 11/14/2022 000154640822000004
Q2 2022 1,030 1,029,722 SPDW, PRF, IWY, ICSH 13F-HR 8/2/2022 000154640822000003
Q1 2022 921 1,133,113 SPDW, PRF, IWY, IVV 13F-HR 4/18/2022 000154640822000002
Q4 2021 924 1,108,227 SPDW, IWY, PRF, IVV 13F-HR 1/20/2022 000154640822000001
Q3 2021 925 1,010,470 SPDW, IWY, PRF, IVV 13F-HR 11/5/2021 000154640821000004
Q2 2021 873 1,011,190 SPDW, IWY, PRF, IVV 13F-HR 7/26/2021 000154640821000003
Q1 2021 814 943,814 SPDW, IWY, IVV, SPSB 13F-HR 4/21/2021 000154640821000002
Q4 2020 727 877,890 SPDW, PRF, IWY, SPSB 13F-HR 1/15/2021 000154640821000001
Q3 2020 725 837,220 IWY, SPDW, PRF, SPSB 13F-HR 10/14/2020 000154640820000004
Q2 2020 721 854,337 SPDW, IWY, SPSB, PRF 13F-HR 7/28/2020 000154640820000003
Q1 2020 675 757,187 SPDW, SPSB, ICSH, IWY 13F-HR 4/22/2020 000154640820000002
Q4 2019 667 820,973 PRF, SPDW, IWY, SPSB 13F-HR 1/21/2020 000154640820000001
Q3 2019 631 759,000 SPDW, PRF, IWY, IWR 13F-HR 10/30/2019 000154640819000004
Q2 2019 645 762,663 SPDW, PRF, IWR, IWY 13F-HR 7/2/2019 000154640819000003
Q1 2019 661 755,547 SPDW, PRF, IWR, IWY 13F-HR 4/25/2019 000154640819000002
Q4 2018 674 685,760 SPDW, PRF, IWR, IWY 13F-HR 1/24/2019 000154640819000001
Q3 2018 688 566,167 PRF, IWR, IWY, AMLP 13F-HR 10/16/2018 000154640818000004
Q2 2018 693 674,642 SPDW, PRF, IWY, IWR 13F-HR 7/17/2018 000154640818000003
Q1 2018 675 660,424 SPDW, IWR, IWY, PRF 13F-HR 4/24/2018 000154640818000002
Q4 2017 667 673,255 SPDW, IWR, IWY, PRF 13F-HR 1/23/2018 000154640818000001
Q3 2017 644 600,450 SPDW, IWR, IWY, PRF 13F-HR 10/10/2017 000154640817000004
Q2 2017 693 557,655 SPDW, IWR, IWY, PRF 13F-HR 7/20/2017 000154640817000003
Q1 2017 659 519,963 SPDW, IWY, PRF, IWM 13F-HR 4/25/2017 000154640817000002
Q4 2016 436 502,935 SPDW, JKE, IWM, PRF 13F-HR 1/5/2017 000154640817000001
Q3 2016 53 461,975 SPDW, JKE, VWO, IWM 13F-HR 10/6/2016 000154640816000010
Q2 2016 58 443,419 SPDW, JKE, VWO, IWM 13F-HR 7/1/2016 000154640816000008
Q1 2016 63 461,248 SPDW, ACWI, JKE, VWO 13F-HR 4/7/2016 000154640816000007
Q4 2015 53 466,760 SPDW, SPSB, ACWI, JKE 13F-HR 1/11/2016 000154640816000005
Q3 2015 56 382,957 SPDW, ACWI, JKE, VWO 13F-HR 10/14/2015 000154640815000004
Q2 2015 60 372,358 SPDW, JNK, VWO, ACWI 13F-HR 7/7/2015 000154640815000003
Q1 2015 52 361,457 SPDW, IOO, ACWI, VWO 13F-HR 4/17/2015 000154640815000002
Q4 2014 53 314,939 SPDW, IOO, ACWI, JNK 13F-HR 1/8/2015 000154640815000001
Q3 2014 55 312,401 SPDW, IOO, ACWI, JKE 13F-HR 10/2/2014 000154640814000004
Q2 2014 53 298,677 SPDW, IOO, ACWI, VWO 13F-HR 7/2/2014 000154640814000003
Q1 2014 50 268,914 SPDW, IOO, ACWI, QAI 13F-HR 4/3/2014 000154640814000002
Q4 2013 41 237,763 VEU, IOO, JKE, IWR 13F-HR 1/15/2014 000154640814000001
Additional filings from Baystate Wealth Management LLC that have since been restated