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Baker Tilly Wealth Management, LLCGrowthConcentrated trader

CIK: 0001840565 | MADISON, WI

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR287$510.4M2026-10-05SEC ↗
Q2 2026
13F-HR285$470.8M2026-07-17SEC ↗
Q1 2026
13F-HR280$411.2M2026-04-10SEC ↗
Q4 2025
13F-HR284$405.8M2026-01-08SEC ↗
Q3 2025
13F-HR275$442.8M2025-10-09SEC ↗
Q2 2025
13F-HR234$280.0M2025-07-10SEC ↗
Q1 2025
13F-HR237$255.0M2025-04-09SEC ↗
Q4 2024
13F-HR237$255.0M2025-01-10SEC ↗
Q3 2024
13F-HR234$226.0M2024-10-24SEC ↗
Q2 2024
13F-HR279$244.5M2024-07-18SEC ↗
Q1 2024
13F-HR414$553.1M2024-05-09SEC ↗
Q4 2023
13F-HR462$609.1M2024-01-10SEC ↗
Q3 2023
13F-HR456$607.0M2023-10-10SEC ↗
Q2 2023
13F-HR547$952.6M2023-07-20SEC ↗
Q1 2023
13F-HR547$889.5M2023-04-12SEC ↗
Q4 2022
13F-HR540$812.0M2023-01-26SEC ↗
Q3 2022
13F-HR511$76.3M2022-10-20SEC ↗
Q2 2022
13F-HR491$64.6M2022-07-28SEC ↗
Q1 2022
13F-HR518$54.2M2022-04-27SEC ↗
Q4 2021
13F-HR528$57.4M2022-02-08SEC ↗
Q3 2021
13F-HR504$51.3M2021-11-02SEC ↗
Q2 2021
13F-HR493$44.2M2021-07-30SEC ↗
Q1 2021
13F-HR0$02021-04-28SEC ↗
Q4 2020
13F-HR0$02021-02-03SEC ↗