Baystate Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2023
Location
Boston, MA
CIK
0001546408
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2023 1,062 1,218,775 RESTATEMENT 9/21/2023 000154640823000005 Baystate Wealth Management LLC
Q2 2023 337 804,082 13F-HR 8/2/2023 000154640823000004 Baystate Wealth Management LLC
Q1 2023 1,038 1,149,298 13F-HR 4/25/2023 000154640823000003 Baystate Wealth Management LLC
Q4 2022 983 1,092,620 13F-HR 1/12/2023 000154640823000001 Baystate Wealth Management LLC
Q3 2022 930 971,737 13F-HR 11/14/2022 000154640822000004 Baystate Wealth Management LLC
Q2 2022 1,030 1,029,722 13F-HR 8/2/2022 000154640822000003 Baystate Wealth Management LLC
Q1 2022 921 1,133,113 13F-HR 4/18/2022 000154640822000002 Baystate Wealth Management LLC
Q4 2021 924 1,108,227 13F-HR 1/20/2022 000154640822000001 Baystate Wealth Management LLC
Q3 2021 925 1,010,470 13F-HR 11/5/2021 000154640821000004 Baystate Wealth Management LLC
Q2 2021 873 1,011,190 13F-HR 7/26/2021 000154640821000003 Baystate Wealth Management LLC
Q1 2021 814 943,814 13F-HR 4/21/2021 000154640821000002 Baystate Wealth Management LLC
Q4 2020 727 877,890 13F-HR 1/15/2021 000154640821000001 Baystate Wealth Management LLC
Q3 2020 725 837,220 13F-HR 10/14/2020 000154640820000004 Baystate Wealth Management LLC
Q2 2020 721 854,337 13F-HR 7/28/2020 000154640820000003 Baystate Wealth Management LLC
Q1 2020 675 757,187 13F-HR 4/22/2020 000154640820000002 Baystate Wealth Management LLC
Q4 2019 667 820,973 13F-HR 1/21/2020 000154640820000001 Baystate Wealth Management LLC
Q3 2019 631 759,000 13F-HR 10/30/2019 000154640819000004 Baystate Wealth Management LLC
Q2 2019 645 762,663 13F-HR 7/2/2019 000154640819000003 Baystate Wealth Management LLC
Q1 2019 661 755,547 13F-HR 4/25/2019 000154640819000002 Baystate Wealth Management LLC
Q4 2018 674 685,760 13F-HR 1/24/2019 000154640819000001 Baystate Wealth Management LLC
Q3 2018 688 566,167 13F-HR 10/16/2018 000154640818000004 Baystate Wealth Management LLC
Q2 2018 693 674,642 13F-HR 7/17/2018 000154640818000003 Baystate Wealth Management LLC
Q1 2018 675 660,424 13F-HR 4/24/2018 000154640818000002 Baystate Wealth Management LLC
Q4 2017 667 673,255 13F-HR 1/23/2018 000154640818000001 Baystate Wealth Management LLC
Q3 2017 644 600,450 13F-HR 10/10/2017 000154640817000004 Baystate Wealth Management LLC
Q2 2017 693 557,655 13F-HR 7/20/2017 000154640817000003 Baystate Wealth Management LLC
Q1 2017 659 519,963 13F-HR 4/25/2017 000154640817000002 Baystate Wealth Management LLC
Q4 2016 436 502,935 13F-HR 1/5/2017 000154640817000001 Baystate Wealth Management LLC
Q3 2016 53 461,975 13F-HR 10/6/2016 000154640816000010 Baystate Wealth Management LLC
Q2 2016 58 443,419 13F-HR 7/1/2016 000154640816000008 Baystate Wealth Management LLC
Q1 2016 63 461,248 13F-HR 4/7/2016 000154640816000007 Baystate Wealth Management LLC
Q4 2015 53 466,760 13F-HR 1/11/2016 000154640816000005 Baystate Wealth Management LLC
Q3 2015 56 382,957 13F-HR 10/14/2015 000154640815000004 Baystate Wealth Management LLC
Q2 2015 60 372,358 13F-HR 7/7/2015 000154640815000003 Baystate Wealth Management LLC
Q1 2015 52 361,457 13F-HR 4/17/2015 000154640815000002 Baystate Wealth Management LLC
Q4 2014 53 314,939 13F-HR 1/8/2015 000154640815000001 Baystate Wealth Management LLC
Q3 2014 55 312,401 13F-HR 10/2/2014 000154640814000004 Baystate Wealth Management LLC
Q2 2014 53 298,677 13F-HR 7/2/2014 000154640814000003 Baystate Wealth Management LLC
Q1 2014 50 268,914 13F-HR 4/3/2014 000154640814000002 Baystate Wealth Management LLC
Q4 2013 41 237,763 13F-HR 1/15/2014 000154640814000001 Baystate Wealth Management LLC