AllSquare Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Albany, NY
CIK
0001633674
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 545 153,317 13F-HR 11/27/2023 000163367423000004 AllSquare Wealth Management LLC
Q2 2023 566 153,810 13F-HR 8/8/2023 000163367423000003 AllSquare Wealth Management LLC
Q1 2023 559 154,520 13F-HR 5/2/2023 000163367423000002 AllSquare Wealth Management LLC
Q4 2022 533 145,848 13F-HR 2/14/2023 000163367423000001 AllSquare Wealth Management LLC
Q3 2022 534 138,343 13F-HR 11/1/2022 000163367422000004 AllSquare Wealth Management LLC
Q2 2022 533 146,958 13F-HR 8/16/2022 000163367422000003 AllSquare Wealth Management LLC
Q1 2022 541 166,586 13F-HR 5/4/2022 000163367422000002 AllSquare Wealth Management LLC
Q4 2021 507 171,766 13F-HR 2/8/2022 000163367422000001 AllSquare Wealth Management LLC
Q3 2021 494 167,374 13F-HR 11/12/2021 000163367421000004 AllSquare Wealth Management LLC
Q2 2021 508 171,351 13F-HR 8/13/2021 000163367421000003 AllSquare Wealth Management LLC
Q1 2021 504 161,815 13F-HR 5/11/2021 000163367421000002 AllSquare Wealth Management LLC
Q4 2020 473 149,713 13F-HR 2/9/2021 000163367421000001 AllSquare Wealth Management LLC
Q3 2020 481 137,591 13F-HR 11/16/2020 000163367420000004 AllSquare Wealth Management LLC
Q2 2020 479 132,741 13F-HR 8/11/2020 000163367420000003 AllSquare Wealth Management LLC
Q1 2020 473 114,974 13F-HR 5/12/2020 000163367420000002 AllSquare Wealth Management LLC
Q4 2019 466 143,345 13F-HR 2/4/2020 000163367420000001 AllSquare Wealth Management LLC
Q3 2019 466 135,044 13F-HR 11/6/2019 000163367419000004 AllSquare Wealth Management LLC
Q2 2019 474 134,172 13F-HR 8/13/2019 000163367419000003 AllSquare Wealth Management LLC
Q1 2019 478 133,051 13F-HR 5/7/2019 000163367419000002 AllSquare Wealth Management LLC
Q4 2018 476 120,974 13F-HR 2/13/2019 000163367419000001 AllSquare Wealth Management LLC
Q3 2018 494 134,117 13F-HR 11/2/2018 000163367418000004 AllSquare Wealth Management LLC
Q2 2018 500 132,335 13F-HR 8/14/2018 000163367418000003 AllSquare Wealth Management LLC
Q1 2018 415 126,042 13F-HR 5/11/2018 000163367418000002 AllSquare Wealth Management LLC
Q4 2017 399 126,757 13F-HR 2/13/2018 000163367418000001 AllSquare Wealth Management LLC
Q3 2017 383 121,898 13F-HR 11/6/2017 000163367417000004 AllSquare Wealth Management LLC
Q2 2017 180 98,325 13F-HR 8/8/2017 000163367417000003 AllSquare Wealth Management LLC
Q1 2017 381 114,065 13F-HR 5/9/2017 000163367417000002 AllSquare Wealth Management LLC
Q4 2016 357 108,953 13F-HR 2/14/2017 000163367417000001 AllSquare Wealth Management LLC
Q3 2016 323 103,934 13F-HR 11/15/2016 000163367416000008 AllSquare Wealth Management LLC
Q2 2016 309 100,381 13F-HR 8/16/2016 000163367416000007 AllSquare Wealth Management LLC
Q1 2016 313 100,962 13F-HR 5/9/2016 000163367416000006 AllSquare Wealth Management LLC
Q4 2015 311 99,311 13F-HR 2/17/2016 000163367416000005 AllSquare Wealth Management LLC
Q3 2015 320 97,477 13F-HR 11/3/2015 000163367415000004 AllSquare Wealth Management LLC
Q2 2015 339 107,204 13F-HR 8/10/2015 000163367415000003 AllSquare Wealth Management LLC
Q1 2015 332 104,659 13F-HR 5/4/2015 000163367415000002 AllSquare Wealth Management LLC
Q4 2014 326 102,417 13F-HR 2/11/2015 000163367415000001 AllSquare Wealth Management LLC