Altium Wealth Management LLC

All 13F Portfolio Filings

Most recent 13F
Q2 2022
Location
Purchase, NY
CIK
0001739594
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q2 2022 374 1,388,954 13F-HR 7/21/2022 000122107322000054 Altium Wealth Management LLC
Q1 2022 377 1,551,638 13F-HR 5/16/2022 000122107322000043 Altium Wealth Management LLC
Q4 2021 390 1,551,733 13F-HR 1/31/2022 000122107322000007 Altium Wealth Management LLC
Q3 2021 379 1,400,107 13F-HR 11/15/2021 000122107321000114 Altium Wealth Management LLC
Q2 2021 377 1,364,507 13F-HR 8/13/2021 000122107321000099 Altium Wealth Management LLC
Q1 2021 380 1,246,839 13F-HR 5/5/2021 000122107321000051 Altium Wealth Management LLC
Q4 2020 351 1,131,167 13F-HR 2/4/2021 000122107321000007 Altium Wealth Management LLC
Q3 2020 340 961,986 13F-HR 10/26/2020 000122107320000145 Altium Wealth Management LLC
Q2 2020 327 890,044 13F-HR 7/31/2020 000122107320000124 Altium Wealth Management LLC
Q1 2020 325 729,399 13F-HR 4/23/2020 000122107320000061 Altium Wealth Management LLC
Q4 2019 289 835,826 13F-HR 1/17/2020 000122107320000004 Altium Wealth Management LLC
Q3 2019 289 742,305 13F-HR 11/12/2019 000122107319000120 Altium Wealth Management LLC
Q2 2019 281 689,564 13F-HR 7/18/2019 000122107319000071 Altium Wealth Management LLC
Q1 2019 286 626,845 13F-HR 4/26/2019 000122107319000046 Altium Wealth Management LLC
Q4 2018 272 523,070 13F-HR 1/18/2019 000122107319000001 Altium Wealth Management LLC
Q3 2018 299 521,532 13F-HR 11/13/2018 000122107318000083 Altium Wealth Management LLC
Q2 2018 263 374,714 13F-HR 8/14/2018 000122107318000060 Altium Wealth Management LLC
Q1 2018 166 254,250 13F-HR 6/6/2018 000122107318000042 Altium Wealth Management LLC
Q4 2017 156 218,678 13F-HR 6/1/2018 000122107318000040 Altium Wealth Management LLC