WOOSTER CORTHELL WEALTH MANAGEMENT, INC.

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Glastonbury, CT
CIK
0001566968
Alternate names
Apex Investment Services, Inc.
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 48 378,391 13F-HR 10/30/2023 000108514623003972 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2023 46 392,014 13F-HR 7/17/2023 000108514623002744 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2023 45 374,210 13F-HR 5/1/2023 000108514623001993 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2022 45 353,141 13F-HR 1/25/2023 000108514623000345 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2022 47 333,057 13F-HR 10/31/2022 000108514622003691 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2022 47 351,391 13F-HR 7/21/2022 000108514622002511 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2022 41 403,967 13F-HR 4/27/2022 000108514622001603 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2021 43 422,118 13F-HR 1/27/2022 000108514622000369 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2021 45 399,130 13F-HR 10/22/2021 000108514621002871 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2021 44 397,809 13F-HR 8/2/2021 000108514621002172 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2021 42 368,013 13F-HR 4/22/2021 000108514621001289 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2020 45 350,910 13F-HR 1/27/2021 000108514621000272 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2020 45 310,730 13F-HR 11/5/2020 000108514620002760 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2020 46 290,776 13F-HR 7/24/2020 000108514620001884 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2020 45 248,269 13F-HR 4/16/2020 000108514620001125 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2019 39 240,958 13F-HR 2/7/2020 000108514620000435 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2019 38 223,392 13F-HR 10/30/2019 000108514619002672 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2019 38 222,674 13F-HR 7/31/2019 000108514619002012 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2019 38 216,113 13F-HR 4/19/2019 000108514619001214 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2018 34 178,719 13F-HR 1/31/2019 000108514619000270 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2018 34 203,116 13F-HR 10/19/2018 000108514618002367 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2018 33 189,999 13F-HR 7/16/2018 000108514618001691 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2018 35 187,499 13F-HR 5/1/2018 000108514618001200 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2017 36 190,679 13F-HR 2/2/2018 000108514618000325 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2017 34 181,533 13F-HR 10/20/2017 000108514617002095 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2017 33 175,316 13F-HR 7/25/2017 000108514617001564 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2017 28 165,682 13F-HR 4/14/2017 000108514617000975 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2016 24 153,253 13F-HR 2/2/2017 000108514617000257 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2016 26 151,330 13F-HR 10/14/2016 000108514616004501 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2016 23 142,340 13F-HR 8/8/2016 000108514616004181 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2016 17 135,544 13F-HR 5/4/2016 000108514616003581 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2015 20 138,935 RESTATEMENT 2/3/2016 000108514616002750 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2015 22 139,113 13F-HR 1/29/2016 000108514616002701 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2015 18 133,392 13F-HR 10/27/2015 000108514615002082 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q2 2015 21 141,816 13F-HR 7/24/2015 000108514615001498 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q1 2015 20 143,295 13F-HR 5/4/2015 000108514615001028 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q4 2014 21 133,235 13F-HR 2/3/2015 000156696815000003 WOOSTER CORTHELL WEALTH MANAGEMENT, INC.
Q3 2014 21 127,077 13F-HR 10/17/2014 000156696814000013 Apex Investment Services, Inc.
Q2 2014 21 147,059 13F-HR 7/15/2014 000156696814000010 Apex Investment Services, Inc.
Q1 2014 21 137,914 13F-HR 4/11/2014 000156696814000005 Apex Investment Services, Inc.
Q4 2013 21 133,296 RESTATEMENT 1/21/2014 000156696814000003 Apex Investment Services, Inc.
Q4 2013 21 133,296 13F-HR 1/21/2014 000156696814000002 Apex Investment Services, Inc.