BT Wealth Management LLC

Business address
Riverwood 200, 3300 Riverwood Pkwy #1075, Atlanta, GA, 30339
Top securities (13F)
IWB, IVV, VIG, RSP, IWF, HDV, VGSH, SVAL, ICSH, SPY, QQQ, AAPL, HD, IWM, ACN, MSFT, VTI, IWR, GPC, and IWD
State of incorporation
GA
Fiscal year end
31 December
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BT Wealth Management LLC has filed 16 SEC EDGAR filings since 15 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR/A Open Document Open Filing 26 Jul 2022 30 Jun 2022 028-19420
13F-HR Open Document Open Filing 15 Jul 2022 30 Jun 2022 028-19420
13F-HR Open Document Open Filing 21 Apr 2022 31 Mar 2022 028-19420
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-19420
13F-HR Open Document Open Filing 01 Nov 2021 30 Sep 2021 028-19420
13F-HR Open Document Open Filing 28 Jul 2021 30 Jun 2021 028-19420
13F-HR Open Document Open Filing 06 May 2021 31 Mar 2021 028-19420
13F-HR Open Document Open Filing 04 Feb 2021 31 Dec 2020 028-19420
13F-HR Open Document Open Filing 23 Oct 2020 30 Sep 2020 028-19420
13F-HR Open Document Open Filing 21 Jul 2020 30 Jun 2020 028-19420
13F-HR Open Document Open Filing 29 Apr 2020 31 Mar 2020 028-19420
13F-HR Open Document Open Filing 13 Jan 2020 31 Dec 2019 028-19420
13F-HR Open Document Open Filing 11 Oct 2019 30 Sep 2019 028-19420
13F-HR Open Document Open Filing 12 Aug 2019 30 Jun 2019 028-19420
13F-HR Open Document Open Filing 15 Apr 2019 31 Mar 2019 028-19420
13F-HR Open Document Open Filing 15 Feb 2019 31 Dec 2018 028-19420