Baystate Wealth Management LLC

CIK: 0001546408 | BOSTON, MA

Q3 2023 vs Q4 2023 Comparison Profile

Filing History

Quarter	Form Type	Holdings	Value	Filed	SEC
Q4 2023	13F-HR	1327	$1.4B	2024-01-29	SEC ↗
Q3 2023	13F-HR	1043	$1.2B	2023-10-26	SEC ↗
Q2 2023Amended	13F-HR/A	337	$804.1M	2023-08-02	SEC ↗
Q1 2023	13F-HR	1038	$1.1B	2023-04-25	SEC ↗
Q4 2022	13F-HR	983	$8.1M	2023-01-13	SEC ↗
Q3 2022	13F-HR	930	$8.2M	2022-11-14	SEC ↗
Q2 2022	13F-HR	1030	$6.2M	2022-08-02	SEC ↗
Q1 2022	13F-HR	921	$4.8M	2022-04-19	SEC ↗
Q4 2021	13F-HR	924	$5.1M	2022-01-21	SEC ↗
Q3 2021	13F-HR	925	$4.7M	2021-11-05	SEC ↗
Q2 2021	13F-HR	873	$4.9M	2021-07-26	SEC ↗
Q1 2021	13F-HR	814	$4.0M	2021-04-21	SEC ↗
Q4 2020	13F-HR	727	$3.2M	2021-01-15	SEC ↗
Q3 2020	13F-HR	725	$3.3M	2020-10-14	SEC ↗
Q2 2020	13F-HR	721	$3.4M	2020-07-28	SEC ↗
Q1 2020	13F-HR	675	$2.9M	2020-04-22	SEC ↗
Q4 2019	13F-HR	667	$3.1M	2020-01-21	SEC ↗
Q3 2019	13F-HR	631	$2.4M	2019-10-30	SEC ↗
Q2 2019	13F-HR	645	$2.1M	2019-07-02	SEC ↗
Q1 2019	13F-HR	661	$1.1M	2019-04-25	SEC ↗
Q4 2018	13F-HR	674	$717.7K	2019-01-24	SEC ↗
Q3 2018	13F-HR	688	$610.1K	2018-10-16	SEC ↗
Q2 2018	13F-HR	693	$862.5K	2018-07-17	SEC ↗
Q1 2018	13F-HR	675	$694.4K	2018-04-24	SEC ↗
Q4 2017	13F-HR	667	$677.3K	2018-01-23	SEC ↗
Q3 2017	13F-HR	644	$923.1K	2017-10-10	SEC ↗
Q2 2017	13F-HR	693	$1.1M	2017-07-20	SEC ↗
Q1 2017	13F-HR	659	$639.8K	2017-04-25	SEC ↗
Q4 2016	13F-HR	436	$784.7K	2017-01-05	SEC ↗
Q3 2016	13F-HR	53	$780.7K	2016-10-06	SEC ↗
Q2 2016	13F-HR	58	$688.2K	2016-07-01	SEC ↗
Q1 2016	13F-HR	63	$725.0K	2016-04-07	SEC ↗
Q4 2015	13F-HR	53	$780.4K	2016-01-11	SEC ↗
Q3 2015	13F-HR	56	$681.7K	2015-10-14	SEC ↗
Q2 2015	13F-HR	60	$757.0K	2015-07-07	SEC ↗
Q1 2015	13F-HR	52	$629.2K	2015-04-17	SEC ↗
Q4 2014	13F-HR	53	$588.7K	2015-01-08	SEC ↗
Q3 2014	13F-HR	55	$544.2K	2014-10-02	SEC ↗
Q2 2014	13F-HR	53	$526.4K	2014-07-02	SEC ↗
Q1 2014	13F-HR	50	$268.9K	2014-04-03	SEC ↗
Q4 2013	13F-HR	41	$237.8K	2014-01-15	SEC ↗
Q3 2013	13F-HR	26	$211.6K	2013-10-08	SEC ↗
Q2 2013	13F-HR	294	$3.2M	2013-08-05	SEC ↗