Fusion Family Wealth LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
Woodbury, NY
CIK
0001696209
All SEC filings
View on sec.gov
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