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Essex Private Wealth Management, LLCYield

CIK: 0001803087 | TOPSFIELD, MA

Q2 2024 vs Q3 2024 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2024
13F-HR34$42.5M2024-10-24SEC ↗
Q2 2024
13F-HR32$39.3M2024-07-22SEC ↗
Q1 2024
13F-HR33$35.3M2024-04-22SEC ↗
Q4 2023
13F-HR28$32.0M2024-01-29SEC ↗
Q3 2023
13F-HR28$29.3M2023-10-24SEC ↗
Q2 2023
13F-HR26$29.1M2023-07-31SEC ↗
Q1 2023
13F-HR26$27.6M2023-05-02SEC ↗
Q4 2022
13F-HR30$26.7M2023-02-02SEC ↗
Q3 2022
13F-HR29$633.5K2022-11-14SEC ↗
Q2 2022
13F-HR30$402.4K2022-08-11SEC ↗
Q1 2022
13F-HR35$446.7K2022-05-16SEC ↗
Q4 2021
13F-HR62$495.0K2022-02-09SEC ↗
Q3 2021
13F-HR65$730.5K2021-11-15SEC ↗
Q2 2021
13F-HR63$849.8K2021-08-09SEC ↗
Q1 2021
13F-HR64$1.1M2021-05-17SEC ↗
Q4 2020
13F-HR66$884.7K2021-02-12SEC ↗
Q3 2020
13F-HR62$1.2M2020-11-10SEC ↗
Q2 2020
13F-HR57$1.3M2020-08-11SEC ↗
Q1 2020
13F-HR54$1.2M2020-05-13SEC ↗
Q4 2019
13F-HR58$1.8M2020-02-13SEC ↗