Baystate Wealth Management LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
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 didn't report any stock holdings as of Q3 2024. Mariner, LLC is reporting for Baystate Wealth Management LLC.
Holdings Value

Mariner, LLC is reporting for Baystate Wealth Management LLC:

Name Holdings Value Location File Number
Mariner, LLC $56.2B Overland Park, KS 028-13550
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 13F-NT 11/13/2024, 03:00 PM
Q2 2024 13F-NT 8/13/2024, 03:54 PM
Q1 2024 13F-NT 5/15/2024, 10:00 AM
Q4 2023 1,319 $1.36B +$59.8M -$21.7M +$38.1M IWY, SPDW, PRF, IVV, AGG 13F-HR 1/29/2024, 04:21 PM
Q3 2023 1,022 $1.21B +$129M -$21.6M +$108M IWY, SPDW, PRF, IVV, AGG 13F-HR 10/25/2023, 09:58 PM
Q2 2023 1,041 $1.22B +$98.9M -$74.9M +$24M IWY, SPDW, PRF, IVV, VTV Restatement 9/21/2023, 12:47 PM
Q1 2023 1,031 $1.15B +$77.5M -$54.6M +$22.9M PRF, IWY, SPDW, IVV, VTV 13F-HR 4/25/2023, 02:51 PM
Q4 2022 932 $1.09B +$127M -$82.1M +$44.9M PRF, IWY, IVV, SPDW, ICSH 13F-HR 1/12/2023, 06:47 PM
Q3 2022 879 $972M +$84.5M -$76.6M +$7.91M PRF, SPDW, IWY, IVV, ICSH 13F-HR 11/10/2022, 09:03 PM
Q2 2022 894 $1.03B +$109M -$61.4M +$48M SPDW, PRF, IWY, ICSH, IVV 13F-HR 8/2/2022, 05:10 PM
Q1 2022 870 $1.13B +$97.2M -$23.9M +$73.3M SPDW, PRF, IWY, IVV, ICSH 13F-HR 4/18/2022, 07:35 PM
Q4 2021 869 $1.11B +$50.2M -$6M +$44.2M SPDW, IWY, PRF, IVV, SPSB 13F-HR 1/20/2022, 08:54 PM
Q3 2021 827 $1.01B +$25.1M -$13.2M +$11.9M SPDW, IWY, PRF, IVV, SPSB 13F-HR 11/5/2021, 03:42 PM
Q2 2021 792 $1.01B +$48M -$28M +$20M SPDW, IWY, PRF, IVV, SPSB 13F-HR 7/26/2021, 12:43 PM
Q1 2021 720 $944M +$169M -$145M +$23.4M SPDW, IWY, IVV, SPSB, PRF 13F-HR 4/21/2021, 01:38 PM
Q4 2020 665 $878M +$44.2M -$88.6M -$44.4M SPDW, PRF, IWY, SPSB, VTV 13F-HR 1/15/2021, 05:28 PM
Q3 2020 627 $837M +$15.6M -$77M -$61.4M IWY, SPDW, PRF, SPSB, ICSH 13F-HR 10/13/2020, 06:03 PM
Q2 2020 642 $854M +$63.4M -$69.7M -$6.23M SPDW, IWY, SPSB, PRF, ICSH 13F-HR 7/28/2020, 01:54 PM
Q1 2020 588 $757M +$199M -$76.5M +$123M SPDW, SPSB, ICSH, IWY, PRF 13F-HR 4/22/2020, 01:33 PM
Q4 2019 613 $821M +$124M -$108M +$15.9M PRF, SPDW, IWY, SPSB, VTV 13F-HR 1/17/2020, 06:17 PM
Q3 2019 568 $759M +$16.1M -$11.1M +$5.01M SPDW, PRF, IWY, IWR, SPSB 13F-HR 10/30/2019, 12:10 PM
Q2 2019 643 $763M +$14.7M -$7.67M +$6.99M SPDW, PRF, IWR, IWY, SPSB 13F-HR 7/2/2019, 10:48 AM
Q1 2019 661 $754M +$67.4M -$44.1M +$23.3M SPDW, PRF, IWR, IWY, SPSB 13F-HR 4/25/2019, 01:23 PM
Q4 2018 670 $685M +$82.4M -$6.32M +$76.1M SPDW, PRF, IWR, IWY, AMLP 13F-HR 1/24/2019, 09:09 AM
Q3 2018 682 $553M +$29.6M -$7.43M +$22.2M PRF, IWR, IWY, AMLP, VWO 13F-HR 10/16/2018, 08:45 AM
Q2 2018 693 $675M +$103M -$89M +$14.2M SPDW, PRF, IWY, IWR, AMLP 13F-HR 7/17/2018, 09:13 AM
Q1 2018 675 $660M +$29.1M -$4.95M +$24.1M SPDW, IWR, IWY, PRF, AMLP 13F-HR 4/24/2018, 08:29 AM
Q4 2017 667 $672M +$28M -$4.28M +$23.7M SPDW, IWR, IWY, PRF, AMLP 13F-HR 1/23/2018, 08:42 AM
Q3 2017 644 $600M +$27M -$4.36M +$22.6M SPDW, IWR, IWY, PRF, AMLP 13F-HR 10/10/2017, 11:31 AM
Q2 2017 693 $554M +$68.5M -$49.1M +$19.3M SPDW, IWR, IWY, PRF, AMLP 13F-HR 7/20/2017, 08:24 AM
Q1 2017 658 $520M +$108M -$102M +$6.06M SPDW, IWY, PRF, IWM, IWR 13F-HR 4/25/2017, 11:14 AM
Q4 2016 435 $503M +$53.9M -$255M -$201M SPDW, ILCG, IWM, PRF, IWR 13F-HR 1/5/2017, 02:25 PM
Q3 2016 53 $462M +$32.2M -$9.09M +$23.1M SPDW, ILCG, VWO, IWM, IWR 13F-HR 10/6/2016, 10:42 AM
Q2 2016 58 $443M +$43M -$65.8M -$22.8M SPDW, ILCG, VWO, IWM, IWR 13F-HR 7/1/2016, 11:57 AM
Q1 2016 63 $461M +$40.2M -$48M -$7.86M SPDW, ACWI, ILCG, VWO, IWM 13F-HR 4/7/2016, 04:36 PM
Q4 2015 52 $467M +$80.6M -$4.2M +$76.4M SPDW, SPSB, ACWI, ILCG, VWO 13F-HR 1/11/2016, 02:15 PM
Q3 2015 55 $383M +$59.9M -$15.8M +$44.1M SPDW, ACWI, ILCG, VWO, IWM 13F-HR 10/14/2015, 10:31 AM
Q2 2015 59 $372M +$47.3M -$33.7M +$13.6M SPDW, JNK, VWO, ACWI, ILCG 13F-HR 7/7/2015, 04:10 PM
Q1 2015 51 $361M +$77.9M -$38.3M +$39.6M SPDW, IOO, ACWI, VWO, JNK 13F-HR 4/17/2015, 12:13 PM
Q4 2014 52 $315M +$34.4M -$32.8M +$1.67M SPDW, IOO, ACWI, JNK, ILCG 13F-HR 1/8/2015, 03:55 PM
Q3 2014 54 $312M +$24.7M -$795K +$23.9M SPDW, IOO, ACWI, ILCG, QAI 13F-HR 10/2/2014, 02:56 PM
Q2 2014 52 $299M +$22.8M -$2.77M +$20.1M SPDW, IOO, ACWI, VWO, QAI 13F-HR 7/2/2014, 04:06 PM
Q1 2014 49 $269M +$98.8M -$58.9M +$39.9M SPDW, IOO, ACWI, QAI, IWR 13F-HR 4/3/2014, 03:17 PM
Q4 2013 40 $238M $0 $0 VEU, IOO, ILCG, IWR, PRF 13F-HR 1/15/2014, 12:37 PM