Essex Private Wealth Management, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Topsfield, MA
CIK
0001803087
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 28 29,270 13F-HR 10/24/2023 000195175723000589 Essex Private Wealth Management, LLC
Q2 2023 26 29,089 13F-HR 7/31/2023 000195175723000451 Essex Private Wealth Management, LLC
Q1 2023 26 27,553 13F-HR 5/1/2023 000195175723000223 Essex Private Wealth Management, LLC
Q4 2022 30 26,682 13F-HR 2/2/2023 000180308723000001 Essex Private Wealth Management, LLC
Q3 2022 29 25,059 13F-HR 11/14/2022 000180308722000004 Essex Private Wealth Management, LLC
Q2 2022 30 26,762 13F-HR 8/10/2022 000180308722000003 Essex Private Wealth Management, LLC
Q1 2022 35 37,087 13F-HR 5/16/2022 000180308722000002 Essex Private Wealth Management, LLC
Q4 2021 62 118,386 13F-HR 2/9/2022 000180308722000001 Essex Private Wealth Management, LLC
Q3 2021 65 110,088 13F-HR 11/15/2021 000180308721000004 Essex Private Wealth Management, LLC
Q2 2021 63 109,505 13F-HR 8/9/2021 000180308721000003 Essex Private Wealth Management, LLC
Q1 2021 64 104,762 13F-HR 5/17/2021 000180308721000002 Essex Private Wealth Management, LLC
Q4 2020 66 102,456 13F-HR 2/12/2021 000180308721000001 Essex Private Wealth Management, LLC
Q3 2020 62 96,681 13F-HR 11/10/2020 000180308720000004 Essex Private Wealth Management, LLC
Q2 2020 57 86,214 13F-HR 8/11/2020 000180308720000003 Essex Private Wealth Management, LLC
Q1 2020 54 76,645 13F-HR 5/13/2020 000180308720000002 Essex Private Wealth Management, LLC
Q4 2019 58 98,789 13F-HR 2/13/2020 000180308720000001 Essex Private Wealth Management, LLC