PENOBSCOT WEALTH MANAGEMENT

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$217M
Signature - Title
Hannah Tackett - Chief Compliance Officer
Location
Portland, ME
Summary
This page shows a list of all the recent 13F filings made by PENOBSCOT WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. PENOBSCOT WEALTH MANAGEMENT reported 74 stock holdings with total value $217M as of Q4 2024. Top holdings included SPLG, DFGP, VEA, IAGG, and VGT.
Holdings Value