Emerson Wealth, LLC

13F Portfolio Filings

Most recent 13F
Q2 2022
Location
Bloomfield Hills, MI
CIK
0001766671
Alternate names
Emerson Wealth Management, LLC
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2022 59 152,713 IWB, VB, IWM, VV 13F-HR 8/3/2022 000090572922000172
Q1 2022 57 180,662 IWB, VB, IWM, VV 13F-HR 4/25/2022 000090572922000109
Q4 2021 53 191,913 IWB, VB, IWM, VV 13F-HR 2/9/2022 000090572922000029
Q3 2021 39 179,355 IWB, VB, IWM, VV RESTATEMENT 11/10/2021 000090572921000204
Q2 2021 42 181,513 IWB, VB, IWM, VV 13F-HR 8/4/2021 000090572921000168
Q1 2021 38 168,222 IWB, VB, IWM, VV 13F-HR 4/22/2021 000090572921000100
Q4 2020 22 169,223 IWB, VB, IWM, VV 13F-HR 1/29/2021 000176667121000001
Q3 2020 22 148,284 IWB, VB, IWM, VV 13F-HR 10/21/2020 000176667120000004
Q2 2020 21 141,469 IWB, VB, IWM, VV 13F-HR 7/14/2020 000176667120000003
Q1 2020 22 112,604 IWB, IWM, VB, VV 13F-HR 4/20/2020 000176667120000002
Q4 2019 24 148,407 IWB, IWM, AMLP, TIP 13F-HR 1/21/2020 000176667120000001
Q3 2019 22 135,543 IWB, IWM, AMLP, TIP 13F-HR 10/15/2019 000142050619000943
Q2 2019 23 135,854 IWB, IWM, AMLP, TIP 13F-HR 9/27/2019 000142050619000912
Q1 2019 30 130,991 IWB, IWM, AMLP, TIP 13F-HR 5/16/2019 000114420419026698
Q4 2018 27 103,697 IWB, IWM, AMLP, TIP 13F-HR 2/5/2019 000114420419004875
Additional filings from Emerson Wealth, LLC that have since been restated