Boston Standard Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Winchester, MA
CIK
0001630939
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 43 378,828 13F-HR 10/10/2023 000163093923000006 Boston Standard Wealth Management, LLC
Q2 2023 41 391,016 13F-HR 7/6/2023 000163093923000005 Boston Standard Wealth Management, LLC
Q1 2023 40 348,440 13F-HR 4/4/2023 000163093923000004 Boston Standard Wealth Management, LLC
Q4 2022 40 337,008 13F-HR 1/10/2023 000163093923000003 Boston Standard Wealth Management, LLC
Q3 2022 37 297,622 13F-HR 10/13/2022 000163093922000005 Boston Standard Wealth Management, LLC
Q2 2022 39 310,727 13F-HR 7/12/2022 000163093922000004 Boston Standard Wealth Management, LLC
Q1 2022 40 348,841 13F-HR 4/12/2022 000163093922000003 Boston Standard Wealth Management, LLC
Q4 2021 39 358,573 13F-HR 1/18/2022 000163093922000002 Boston Standard Wealth Management, LLC
Q3 2021 40 334,640 13F-HR 10/7/2021 000163093921000005 Boston Standard Wealth Management, LLC
Q2 2021 37 330,521 13F-HR 7/13/2021 000163093921000004 Boston Standard Wealth Management, LLC
Q1 2021 37 307,356 13F-HR 4/19/2021 000163093921000003 Boston Standard Wealth Management, LLC
Q4 2020 35 268,629 13F-HR 1/12/2021 000163093921000002 Boston Standard Wealth Management, LLC
Q3 2020 36 237,281 13F-HR 10/20/2020 000163093920000006 Boston Standard Wealth Management, LLC
Q2 2020 34 221,350 13F-HR 7/6/2020 000163093920000005 Boston Standard Wealth Management, LLC
Q1 2020 32 184,019 13F-HR 4/13/2020 000163093920000004 Boston Standard Wealth Management, LLC
Q4 2019 31 223,935 13F-HR 1/6/2020 000163093920000003 Boston Standard Wealth Management, LLC
Q3 2019 29 207,397 13F-HR 10/8/2019 000163093919000005 Boston Standard Wealth Management, LLC
Q2 2019 33 204,452 13F-HR 7/9/2019 000163093919000004 Boston Standard Wealth Management, LLC
Q1 2019 32 192,176 13F-HR 4/11/2019 000163093919000003 Boston Standard Wealth Management, LLC
Q4 2018 29 168,073 13F-HR 1/10/2019 000163093919000001 Boston Standard Wealth Management, LLC
Q3 2018 30 183,878 13F-HR 10/3/2018 000163093918000005 Boston Standard Wealth Management, LLC
Q1 2018 28 159,844 RESTATEMENT 4/10/2018 000163093918000004 Boston Standard Wealth Management, LLC
Q1 2018 29 157,237 13F-HR 4/9/2018 000163093918000003 Boston Standard Wealth Management, LLC
Q4 2017 29 157,237 13F-HR 1/9/2018 000163093918000001 Boston Standard Wealth Management, LLC
Q3 2017 21 149,580 13F-HR 10/12/2017 000163093917000004 Boston Standard Wealth Management, LLC
Q2 2017 21 143,700 13F-HR 7/7/2017 000163093917000003 Boston Standard Wealth Management, LLC
Q1 2017 21 130,317 13F-HR 4/6/2017 000163093917000002 Boston Standard Wealth Management, LLC
Q4 2016 21 126,273 13F-HR 1/12/2017 000163093917000001 Boston Standard Wealth Management, LLC
Q3 2016 23 123,656 13F-HR 10/11/2016 000163093916000008 Boston Standard Wealth Management, LLC
Q2 2016 24 114,890 13F-HR 7/11/2016 000163093916000007 Boston Standard Wealth Management, LLC
Q1 2016 24 109,070 13F-HR 4/7/2016 000163093916000006 Boston Standard Wealth Management, LLC
Q4 2015 18 101,259 13F-HR 1/7/2016 000163093916000005 Boston Standard Wealth Management, LLC
Q3 2015 23 100,357 13F-HR 10/9/2015 000163093915000004 Boston Standard Wealth Management, LLC
Q2 2015 26 106,900 13F-HR 7/13/2015 000163093915000003 Boston Standard Wealth Management, LLC
Q1 2015 25 107,177 13F-HR 4/15/2015 000163093915000002 Boston Standard Wealth Management, LLC
Q4 2014 27 101,151 13F-HR 1/21/2015 000163093915000001 Boston Standard Wealth Management, LLC