Taylor Wealth Management Partners

All 13F Portfolio Filings

Most recent 13F
Q2 2022
Location
Boston, MA
CIK
0001606716
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2022 56 176,025 13F-HR 8/12/2022 000160671622000001 Taylor Wealth Management Partners
Q1 2022 65 247,134 13F-HR 5/11/2022 000160658722001082 Taylor Wealth Management Partners
Q4 2021 64 283,842 13F-HR 1/28/2022 000160658722000162 Taylor Wealth Management Partners
Q3 2021 71 280,360 13F-HR 10/26/2021 000160658721001414 Taylor Wealth Management Partners
Q2 2021 68 283,629 13F-HR 8/11/2021 000160658721001118 Taylor Wealth Management Partners
Q1 2021 71 274,153 13F-HR 4/21/2021 000160671621000003 Taylor Wealth Management Partners
Q4 2020 64 260,094 13F-HR 2/2/2021 000160671621000001 Taylor Wealth Management Partners
Q3 2020 54 218,169 13F-HR 10/14/2020 000160671620000005 Taylor Wealth Management Partners
Q2 2020 49 196,841 13F-HR 7/27/2020 000160671620000004 Taylor Wealth Management Partners
Q1 2020 46 163,031 13F-HR 5/4/2020 000160671620000002 Taylor Wealth Management Partners
Q4 2019 46 217,068 13F-HR 1/30/2020 000160671620000001 Taylor Wealth Management Partners
Q3 2019 46 213,857 13F-HR 10/17/2019 000160671619000004 Taylor Wealth Management Partners
Q2 2019 48 214,154 13F-HR 7/17/2019 000160671619000003 Taylor Wealth Management Partners
Q1 2019 47 200,935 13F-HR 5/14/2019 000160671619000002 Taylor Wealth Management Partners
Q4 2018 135 173,255 13F-HR 1/14/2019 000160671619000001 Taylor Wealth Management Partners
Q3 2018 141 235,182 13F-HR 10/23/2018 000160671618000004 Taylor Wealth Management Partners
Q2 2018 144 224,832 13F-HR 7/27/2018 000160671618000003 Taylor Wealth Management Partners
Q1 2018 138 207,798 13F-HR 4/11/2018 000160671618000002 Taylor Wealth Management Partners
Q4 2017 160 235,263 13F-HR 2/1/2018 000160671618000001 Taylor Wealth Management Partners
Q3 2017 166 223,964 13F-HR 10/13/2017 000160671617000005 Taylor Wealth Management Partners
Q2 2017 166 220,934 13F-HR 7/21/2017 000160671617000004 Taylor Wealth Management Partners
Q1 2017 165 220,937 13F-HR 4/24/2017 000160671617000003 Taylor Wealth Management Partners
Q4 2016 176 216,097 13F-HR 1/18/2017 000160671617000001 Taylor Wealth Management Partners
Q3 2016 163 222,936 13F-HR 10/26/2016 000160671616000011 Taylor Wealth Management Partners
Q2 2016 152 249,604 13F-HR 8/3/2016 000160671616000010 Taylor Wealth Management Partners
Q1 2016 151 211,882 13F-HR 4/13/2016 000160671616000008 Taylor Wealth Management Partners
Q4 2015 150 232,064 13F-HR 1/7/2016 000160671616000007 Taylor Wealth Management Partners
Q3 2015 158 207,339 13F-HR 11/6/2015 000160671615000006 Taylor Wealth Management Partners
Q2 2015 187 313,297 13F-HR 11/6/2015 000160671615000005 Taylor Wealth Management Partners
Q1 2015 177 318,775 13F-HR 11/6/2015 000160671615000004 Taylor Wealth Management Partners