13F Filings History of BT Wealth Management LLC

Latest 13F report
Q2 2022 - 26 Jul 2022
Value $
$356,379,000
Signature - Title
Justin Snell - Chief Operating Officer
Location
Atlanta, GA
Summary
This page shows a list of all the recent 13F filings made by BT Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BT Wealth Management LLC reported 65 stock holdings with total value $356,379,000 as of Q2 2022. Top holdings included IWB, IVV, VIG, RSP, and IWF.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q2 2022 65 $356,379,000 +$40,860,765 -$10,754,462 +$30,106,303 IWB, IVV, VIG, RSP, IWF Restatement 26 Jul 2022, 15:18
Q1 2022 68 $384,306,000 +$39,298,697 -$5,665,163 +$33,633,534 IWB, IVV, VIG, RSP, IWF 13F-HR 21 Apr 2022, 15:51
Q4 2021 70 $369,980,000 +$23,528,139 -$7,339,813 +$16,188,326 IWB, IVV, VIG, RSP, IWF 13F-HR 11 Feb 2022, 14:04
Q3 2021 55 $321,973,000 +$13,287,376 -$19,966,687 -$6,679,311 IWB, IVV, VIG, RSP, IWF 13F-HR 01 Nov 2021, 14:11
Q2 2021 59 $329,899,000 +$20,765,726 -$10,872,692 +$9,893,034 IWB, VIG, IVV, RSP, IWF 13F-HR 28 Jul 2021, 11:15
Q1 2021 62 $300,563,000 +$37,056,947 -$19,545,430 +$17,511,517 IWB, VIG, IVV, RSP, IWF 13F-HR 06 May 2021, 15:04
Q4 2020 62 $268,975,000 +$14,437,369 -$2,890,350 +$11,547,019 IWB, VIG, IVV, RSP, IWF 13F-HR 04 Feb 2021, 12:45
Q3 2020 59 $230,170,000 +$34,304,772 -$15,760,953 +$18,543,819 IWB, VIG, IVV, RSP, IWF 13F-HR 23 Oct 2020, 12:46
Q2 2020 55 $197,322,000 +$5,160,203 -$15,051,338 -$9,891,135 IWB, VIG, IVV, SPY, IWF 13F-HR 21 Jul 2020, 08:33
Q1 2020 55 $174,672,000 +$47,747,380 -$38,307,090 +$9,440,290 IWB, VIG, IVV, SPY, IWF 13F-HR 29 Apr 2020, 13:19
Q4 2019 65 $196,436,000 +$9,865,290 -$6,404,141 +$3,461,149 IWB, IVV, SPY, VEA, IWF 13F-HR 13 Jan 2020, 12:16
Q3 2019 53 $179,232,000 +$3,580,074 -$2,294,707 +$1,285,367 IWB, SPY, IVV, VEA, IWF 13F-HR 11 Oct 2019, 15:09
Q2 2019 54 $172,837,000 +$5,916,048 -$4,024,207 +$1,891,841 IWB, SPY, IVV, VEA, IWF 13F-HR 12 Aug 2019, 13:00
Q1 2019 57 $169,745,000 +$3,179,485 -$69,802,420 -$66,622,935 IWB, SPY, VEA, IVV, IWF 13F-HR 15 Apr 2019, 15:58
Q4 2018 104 $227,032,000 $0 $0 $0 IWB, SPY, IVV, VEA, IWF 13F-HR 15 Feb 2019, 17:21