Essex Private Wealth Management - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Essex Private Wealth Management going back to Feb. 13, 2020
- Essex Private Wealth Management 2024 Q1 - filed April 22, 2024 - new!
- Essex Private Wealth Management 2023 Q4 - filed Jan. 29, 2024
- Essex Private Wealth Management 2023 Q3 - filed Oct. 24, 2023
- Essex Private Wealth Management 2023 Q2 - filed July 31, 2023
- Essex Private Wealth Management 2023 Q1 - filed May 2, 2023
- Essex Private Wealth Management 2022 Q4 - filed Feb. 2, 2023
- Essex Private Wealth Management 2022 Q3 - filed Nov. 14, 2022
- Essex Private Wealth Management 2022 Q2 - filed Aug. 11, 2022
- Essex Private Wealth Management 2022 Q1 - filed May 16, 2022
- Essex Private Wealth Management 2021 Q4 - filed Feb. 9, 2022
- Essex Private Wealth Management 2021 Q3 - filed Nov. 15, 2021
- Essex Private Wealth Management 2021 Q2 - filed Aug. 9, 2021
- Essex Private Wealth Management 2021 Q1 - filed May 17, 2021
- Essex Private Wealth Management 2020 Q4 - filed Feb. 12, 2021
- Essex Private Wealth Management 2020 Q3 - filed Nov. 10, 2020
- Essex Private Wealth Management 2020 Q2 - filed Aug. 11, 2020
- Essex Private Wealth Management 2020 Q1 - filed May 13, 2020
- Essex Private Wealth Management 2019 Q4 - filed Feb. 13, 2020