13F Filings History of Baystate Wealth Management LLC

Latest 13F report
Q4 2025 - 13 Feb 2026
Signature - Title
Maureen Kiefer-Goldenberg - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Baystate Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Baystate Wealth Management LLC reported 1319 stock holdings with total value $1,363,691,111 as of Q4 2023. Top holdings included IWY, SPDW, PRF, IVV, and AGG. Mariner, LLC is reporting for Baystate Wealth Management LLC.

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Holdings Value

Mariner, LLC is reporting for Baystate Wealth Management LLC:

Name Holdings Value Location File Number
Mariner, LLC $83,973,255,666 Overland Park, KS 028-13550
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 $0 13F-NT 13 Feb 2026, 10:04
Q3 2025 $0 13F-NT 14 Nov 2025, 14:31
Q2 2025 $0 13F-NT 14 Aug 2025, 17:17
Q1 2025 $0 13F-NT 15 May 2025, 11:56
Q4 2024 $0 13F-NT 13 Feb 2025, 16:47
Q3 2024 $0 13F-NT 13 Nov 2024, 15:00
Q2 2024 $0 13F-NT 13 Aug 2024, 15:54
Q1 2024 $0 13F-NT 15 May 2024, 10:00
Q4 2023 1,319 $1,363,691,111 +$59,789,355 -$21,695,982 +$38,093,373 IWY, SPDW, PRF, IVV, AGG 13F-HR 29 Jan 2024, 16:21
Q3 2023 1,022 $1,214,357,781 +$129,308,654 -$21,635,804 +$107,672,850 IWY, SPDW, PRF, IVV, AGG 13F-HR 25 Oct 2023, 21:58
Q2 2023 1,041 $1,218,774,134 +$98,912,228 -$74,871,787 +$24,040,441 IWY, SPDW, PRF, IVV, VTV Restatement 21 Sep 2023, 12:47
Q1 2023 1,031 $1,149,297,933 +$77,485,153 -$54,563,717 +$22,921,436 PRF, IWY, SPDW, IVV, VTV 13F-HR 25 Apr 2023, 14:51
Q4 2022 932 $1,092,547,000 +$127,045,010 -$82,104,782 +$44,940,228 PRF, IWY, IVV, SPDW, ICSH 13F-HR 12 Jan 2023, 18:47
Q3 2022 879 $971,638,000 +$84,512,991 -$76,606,416 +$7,906,575 PRF, SPDW, IWY, IVV, ICSH 13F-HR 10 Nov 2022, 21:03
Q2 2022 894 $1,029,634,000 +$109,400,587 -$61,441,612 +$47,958,975 SPDW, PRF, IWY, ICSH, IVV 13F-HR 02 Aug 2022, 17:10
Q1 2022 870 $1,133,045,000 +$97,160,971 -$23,892,218 +$73,268,753 SPDW, PRF, IWY, IVV, ICSH 13F-HR 18 Apr 2022, 19:35
Q4 2021 869 $1,108,077,000 +$50,235,410 -$6,000,482 +$44,234,928 SPDW, IWY, PRF, IVV, SPSB 13F-HR 20 Jan 2022, 20:54
Q3 2021 827 $1,010,359,000 +$25,115,140 -$13,234,224 +$11,880,916 SPDW, IWY, PRF, IVV, SPSB 13F-HR 05 Nov 2021, 15:42
Q2 2021 792 $1,011,073,000 +$48,001,697 -$28,028,872 +$19,972,825 SPDW, IWY, PRF, IVV, SPSB 13F-HR 26 Jul 2021, 12:43
Q1 2021 720 $943,728,000 +$168,616,824 -$145,253,618 +$23,363,206 SPDW, IWY, IVV, SPSB, PRF 13F-HR 21 Apr 2021, 13:38
Q4 2020 665 $877,825,000 +$44,157,270 -$88,559,916 -$44,402,646 SPDW, PRF, IWY, SPSB, VTV 13F-HR 15 Jan 2021, 17:28
Q3 2020 627 $837,164,000 +$15,584,772 -$76,952,740 -$61,367,968 IWY, SPDW, PRF, SPSB, ICSH 13F-HR 13 Oct 2020, 18:03
Q2 2020 642 $854,252,000 +$63,433,047 -$69,666,725 -$6,233,678 SPDW, IWY, SPSB, PRF, ICSH 13F-HR 28 Jul 2020, 13:54
Q1 2020 588 $756,950,000 +$199,256,080 -$76,479,858 +$122,776,222 SPDW, SPSB, ICSH, IWY, PRF 13F-HR 22 Apr 2020, 13:33
Q4 2019 613 $820,916,000 +$123,847,767 -$107,939,574 +$15,908,193 PRF, SPDW, IWY, SPSB, VTV 13F-HR 17 Jan 2020, 18:17
Q3 2019 568 $758,943,000 +$16,062,318 -$11,053,308 +$5,009,010 SPDW, PRF, IWY, IWR, SPSB 13F-HR 30 Oct 2019, 12:10
Q2 2019 643 $762,660,000 +$14,659,412 -$7,666,333 +$6,993,079 SPDW, PRF, IWR, IWY, SPSB 13F-HR 02 Jul 2019, 10:48
Q1 2019 661 $753,678,000 +$67,407,786 -$44,123,735 +$23,284,051 SPDW, PRF, IWR, IWY, SPSB 13F-HR 25 Apr 2019, 13:23
Q4 2018 670 $684,938,000 +$82,429,894 -$6,323,911 +$76,105,983 SPDW, PRF, IWR, IWY, AMLP 13F-HR 24 Jan 2019, 09:09
Q3 2018 682 $552,878,000 +$29,594,403 -$7,430,814 +$22,163,589 PRF, IWR, IWY, AMLP, VWO 13F-HR 16 Oct 2018, 08:45
Q2 2018 693 $674,506,000 +$103,244,557 -$89,045,050 +$14,199,507 SPDW, PRF, IWY, IWR, AMLP 13F-HR 17 Jul 2018, 09:13
Q1 2018 675 $660,217,000 +$29,096,110 -$4,952,688 +$24,143,422 SPDW, IWR, IWY, PRF, AMLP 13F-HR 24 Apr 2018, 08:29
Q4 2017 667 $671,781,000 +$27,974,297 -$4,276,130 +$23,698,167 SPDW, IWR, IWY, PRF, AMLP 13F-HR 23 Jan 2018, 08:42
Q3 2017 644 $600,391,000 +$26,985,333 -$4,363,848 +$22,621,485 SPDW, IWR, IWY, PRF, AMLP 13F-HR 10 Oct 2017, 11:31
Q2 2017 693 $553,687,000 +$68,481,691 -$49,146,237 +$19,335,454 SPDW, IWR, IWY, PRF, AMLP 13F-HR 20 Jul 2017, 08:24
Q1 2017 658 $519,614,001 +$107,865,155 -$101,809,758 +$6,055,397 SPDW, IWY, PRF, IWM, IWR 13F-HR 25 Apr 2017, 11:14
Q4 2016 435 $502,727,000 +$53,949,004 -$255,131,728 -$201,182,724 SPDW, ILCG, IWM, PRF, IWR 13F-HR 05 Jan 2017, 14:25
Q3 2016 53 $461,975,000 +$32,243,323 -$9,093,684 +$23,149,639 SPDW, ILCG, VWO, IWM, IWR 13F-HR 06 Oct 2016, 10:42
Q2 2016 58 $443,419,000 +$42,963,157 -$65,771,570 -$22,808,413 SPDW, ILCG, VWO, IWM, IWR 13F-HR 01 Jul 2016, 11:57
Q1 2016 63 $461,248,000 +$40,167,273 -$48,030,746 -$7,863,473 SPDW, ACWI, ILCG, VWO, IWM 13F-HR 07 Apr 2016, 16:36
Q4 2015 52 $466,760,000 +$80,639,926 -$4,201,538 +$76,438,388 SPDW, SPSB, ACWI, ILCG, VWO 13F-HR 11 Jan 2016, 14:15
Q3 2015 55 $382,957,000 +$59,909,121 -$15,848,151 +$44,060,970 SPDW, ACWI, ILCG, VWO, IWM 13F-HR 14 Oct 2015, 10:31
Q2 2015 59 $372,358,000 +$47,345,582 -$33,728,715 +$13,616,867 SPDW, JNK, VWO, ACWI, ILCG 13F-HR 07 Jul 2015, 16:10
Q1 2015 51 $361,457,000 +$77,903,213 -$38,277,447 +$39,625,766 SPDW, IOO, ACWI, VWO, JNK 13F-HR 17 Apr 2015, 12:13
Q4 2014 52 $314,939,000 +$34,427,980 -$32,761,190 +$1,666,790 SPDW, IOO, ACWI, JNK, ILCG 13F-HR 08 Jan 2015, 15:55
Q3 2014 54 $312,401,000 +$24,688,581 -$795,086 +$23,893,495 SPDW, IOO, ACWI, ILCG, QAI 13F-HR 02 Oct 2014, 14:56
Q2 2014 52 $298,677,000 +$22,845,324 -$2,768,471 +$20,076,853 SPDW, IOO, ACWI, VWO, QAI 13F-HR 02 Jul 2014, 16:06
Q1 2014 49 $268,914,000 +$98,780,260 -$58,907,243 +$39,873,017 SPDW, IOO, ACWI, QAI, IWR 13F-HR 03 Apr 2014, 15:17
Q4 2013 40 $237,763,000 $0 $0 $0 VEU, IOO, ILCG, IWR, PRF 13F-HR 15 Jan 2014, 12:37