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Boston Standard Wealth Management, LLCETFConcentrated trader

CIK: 0001630939 | WINCHESTER, MA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR57$695.9M2026-10-07SEC ↗
Q2 2026
13F-HR59$689.3M2026-07-06SEC ↗
Q1 2026
13F-HR56$610.9M2026-04-20SEC ↗
Q4 2025
13F-HR51$605.8M2026-01-07SEC ↗
Q3 2025
13F-HR49$594.7M2025-10-06SEC ↗
Q2 2025
13F-HR48$555.1M2025-07-02SEC ↗
Q1 2025
13F-HR47$454.9M2025-04-08SEC ↗
Q4 2024
13F-HR47$514.6M2025-01-27SEC ↗
Q3 2024
13F-HR47$513.6M2024-10-07SEC ↗
Q2 2024
13F-HR47$454.9M2024-07-10SEC ↗
Q1 2024
13F-HR46$441.6M2024-04-11SEC ↗
Q4 2023
13F-HR43$378.8M2024-01-08SEC ↗
Q3 2023
13F-HR43$378.8M2023-10-10SEC ↗
Q2 2023
13F-HR41$391.0M2023-07-06SEC ↗
Q1 2023
13F-HR40$348.4M2023-04-04SEC ↗
Q4 2022
13F-HR40$337.0M2023-01-10SEC ↗
Q3 2022
13F-HR37$297.6M2022-10-13SEC ↗
Q2 2022
13F-HR39$310.7M2022-07-12SEC ↗
Q1 2022
13F-HR40$348.8M2022-04-12SEC ↗
Q4 2021
13F-HR39$358.6M2022-01-18SEC ↗
Q3 2021
13F-HR40$334.6M2021-10-07SEC ↗
Q2 2021
13F-HR37$330.5M2021-07-13SEC ↗
Q1 2021
13F-HR37$307.4M2021-04-19SEC ↗
Q4 2020
13F-HR35$268.6M2021-01-12SEC ↗
Q3 2020
13F-HR36$237.3M2020-10-20SEC ↗
Q2 2020
13F-HR34$221.4M2020-07-06SEC ↗
Q1 2020
13F-HR32$184.0M2020-04-13SEC ↗
Q4 2019
13F-HR31$223.9M2020-01-06SEC ↗
Q3 2019
13F-HR29$207.4M2019-10-08SEC ↗
Q2 2019
13F-HR33$204.5M2019-07-09SEC ↗
Q1 2019
13F-HR32$192.2M2019-04-11SEC ↗
Q4 2018
13F-HR29$168.1M2019-01-10SEC ↗
Q3 2018
13F-HR30$183.9M2018-10-03SEC ↗
Q1 2018Amended
13F-HR/A29$157.2M2018-04-09SEC ↗
Q4 2017
13F-HR29$157.2M2018-01-09SEC ↗
Q3 2017
13F-HR21$149.6M2017-10-12SEC ↗
Q2 2017
13F-HR21$143.7M2017-07-07SEC ↗
Q1 2017
13F-HR21$130.3M2017-04-06SEC ↗
Q4 2016
13F-HR21$126.3M2017-01-12SEC ↗
Q3 2016
13F-HR23$123.7M2016-10-11SEC ↗
Q2 2016
13F-HR24$114.9M2016-07-11SEC ↗
Q1 2016
13F-HR24$109.1M2016-04-07SEC ↗
Q4 2015
13F-HR18$101.3M2016-01-07SEC ↗
Q3 2015
13F-HR23$100.4M2015-10-09SEC ↗
Q2 2015
13F-HR26$106.9M2015-07-13SEC ↗
Q1 2015
13F-HR25$107.2M2015-04-15SEC ↗
Q4 2014
13F-HR27$101.2M2015-01-21SEC ↗