| Quarter | Holdings | Value ($000) | Form Type | Date Filed | Filing ID | Name |
|---|---|---|---|---|---|---|
| Q1 2023 | 39 | 778,051 | 13F-HR | 4/20/2023 | 000195175723000191 | Fusion Family Wealth LLC |
| Q4 2022 | 37 | 730,443 | 13F-HR | 1/24/2023 | 000195175723000055 | Fusion Family Wealth LLC |
| Q3 2022 | 37 | 665,221 | 13F-HR | 10/19/2022 | 000169620922000009 | Fusion Family Wealth LLC |
| Q2 2022 | 35 | 697,926 | 13F-HR | 7/11/2022 | 000169620922000008 | Fusion Family Wealth LLC |
| Q1 2022 | 35 | 740,609 | 13F-HR | 4/28/2022 | 000169620922000006 | Fusion Family Wealth LLC |
| Q4 2021 | 36 | 671,673 | 13F-HR | 1/20/2022 | 000169620922000001 | Fusion Family Wealth LLC |
| Q3 2021 | 37 | 665,221 | 13F-HR | 10/14/2021 | 000169620921000007 | Fusion Family Wealth LLC |
| Q2 2021 | 36 | 667,524 | 13F-HR | 7/30/2021 | 000169620921000006 | Fusion Family Wealth LLC |
| Q1 2021 | 106 | 646,114 | 13F-HR | 4/29/2021 | 000169620921000005 | Fusion Family Wealth LLC |
| Q4 2020 | 100 | 565,956 | 13F-HR | 2/9/2021 | 000169620921000003 | Fusion Family Wealth LLC |
| Q3 2020 | 104 | 495,274 | 13F-HR | 11/9/2020 | 000169620920000007 | Fusion Family Wealth LLC |
| Q2 2020 | 111 | 424,120 | 13F-HR | 8/13/2020 | 000169620920000005 | Fusion Family Wealth LLC |
| Q1 2020 | 126 | 373,037 | 13F-HR | 5/6/2020 | 000160273020000004 | Fusion Family Wealth LLC |
| Q4 2019 | 136 | 434,330 | 13F-HR | 1/29/2020 | 000169620920000004 | Fusion Family Wealth LLC |
| Q3 2019 | 143 | 377,021 | 13F-HR | 10/31/2019 | 000169620919000005 | Fusion Family Wealth LLC |
| Q2 2019 | 154 | 401,792 | 13F-HR | 8/6/2019 | 000169620919000003 | Fusion Family Wealth LLC |
| Q1 2019 | 155 | 362,132 | 13F-HR | 5/10/2019 | 000169620919000002 | Fusion Family Wealth LLC |
| Q4 2018 | 258 | 340,298 | 13F-HR | 1/18/2019 | 000169620919000001 | Fusion Family Wealth LLC |
| Q3 2018 | 273 | 372,718 | 13F-HR | 11/7/2018 | 000169620918000004 | Fusion Family Wealth LLC |
| Q2 2018 | 295 | 355,941 | 13F-HR | 8/3/2018 | 000169620918000003 | Fusion Family Wealth LLC |
| Q1 2018 | 278 | 297,420 | 13F-HR | 5/2/2018 | 000169620918000002 | Fusion Family Wealth LLC |
| Q4 2017 | 287 | 400,566 | 13F-HR | 2/6/2018 | 000169620918000001 | Fusion Family Wealth LLC |
| Q3 2017 | 227 | 295,443 | 13F-HR | 10/30/2017 | 000169620917000004 | Fusion Family Wealth LLC |
| Q2 2017 | 283 | 292,086 | 13F-HR | 8/7/2017 | 000169620917000003 | Fusion Family Wealth LLC |
| Q1 2017 | 316 | 266,882 | 13F-HR | 5/8/2017 | 000169620917000002 | Fusion Family Wealth LLC |
| Q4 2016 | 390 | 170,186 | 13F-HR | 2/9/2017 | 000169620917000001 | Fusion Family Wealth LLC |