13F Filings History of Emerson Wealth, LLC

Latest 13F report
Q2 2022 - 03 Aug 2022
Value $
$131,300,000
Signature - Title
Michael Emerson - Owner/President/Chief Compliance Officer
Location
Bloomfield Hills, MI
Summary
This page shows a list of all the recent 13F filings made by Emerson Wealth, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Emerson Wealth, LLC reported 59 stock holdings with total value $131,300,000 as of Q2 2022. Top holdings included IWB, VB, VV, IVV, and RWO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 59 $131,300,000 +$3,247,166 -$687,777 +$2,559,389 IWB, VB, VV, IVV, RWO 13F-HR 03 Aug 2022, 09:43
Q1 2022 57 $155,046,000 +$5,077,460 -$4,458,025 +$619,435 IWB, VB, VV, RWO, IVV 13F-HR 25 Apr 2022, 12:12
Q4 2021 51 $163,652,000 +$840,906 -$2,800,493 -$1,959,587 IWB, VB, VV, RWO, SPY 13F-HR 09 Feb 2022, 10:42
Q3 2021 39 $151,808,000 +$24,841 -$1,050,410 -$1,025,569 IWB, VB, VV, RWO, SPY Restatement 10 Nov 2021, 14:39
Q2 2021 41 $153,472,000 +$1,938,636 -$1,106,232 +$832,404 IWB, VB, VV, RWO, SPY 13F-HR 04 Aug 2021, 13:04
Q1 2021 38 $141,542,000 +$1,100,654 -$2,954,356 -$1,853,702 IWB, VB, VV, RWO, SPY 13F-HR 22 Apr 2021, 09:06
Q4 2020 22 $156,333,000 +$129,011 -$2,978,797 -$2,849,786 IWB, VB, IWM, VV, RWO 13F-HR 29 Jan 2021, 08:58
Q3 2020 22 $135,646,000 +$234,862 -$3,572,041 -$3,337,179 IWB, VB, IWM, VV, RWO 13F-HR 21 Oct 2020, 15:34
Q2 2020 21 $128,924,000 +$10,204,615 -$3,331,220 +$6,873,395 IWB, VB, IWM, VV, RWO 13F-HR 14 Jul 2020, 10:50
Q1 2020 22 $100,365,000 +$26,808,280 -$22,571,802 +$4,236,478 IWB, IWM, VB, VV, RWO 13F-HR 20 Apr 2020, 13:23
Q4 2019 24 $135,176,000 +$3,822,976 -$273,390 +$3,549,586 IWB, IWM, AMLP, IEFA, SPY 13F-HR 21 Jan 2020, 10:38
Q3 2019 22 $122,728,000 +$2,286,721 -$942,254 +$1,344,467 IWB, IWM, AMLP, IEFA, SPY 13F-HR 15 Oct 2019, 12:31
Q2 2019 23 $122,905,000 +$20,722,158 -$11,436,299 +$9,285,859 IWB, IWM, AMLP, IEFA, SPY 13F-HR 27 Sep 2019, 08:11
Q1 2019 30 $130,963,000 +$19,167,753 -$5,099,659 +$14,068,094 IWB, IWM, AMLP, TIP, IEFA 13F-HR 15 May 2019, 18:43
Q4 2018 27 $103,697,000 $0 $0 $0 IWB, IWM, AMLP, TIP, IEFA 13F-HR 04 Feb 2019, 17:42