Ropes Wealth Advisors - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Ropes Wealth Advisors going back to May 12, 2015
- Ropes Wealth Advisors 2023 Q3 - filed Oct. 19, 2023 - new!
- Ropes Wealth Advisors 2023 Q2 - filed Aug. 8, 2023
- Ropes Wealth Advisors 2023 Q1 - filed May 8, 2023
- Ropes Wealth Advisors 2022 Q4 - filed Feb. 6, 2023
- Ropes Wealth Advisors 2022 Q3 - filed Nov. 1, 2022
- Ropes Wealth Advisors 2022 Q2 - filed Aug. 10, 2022
- Ropes Wealth Advisors 2022 Q1 - filed May 4, 2022
- Ropes Wealth Advisors 2021 Q4 - filed Feb. 10, 2022
- Ropes Wealth Advisors 2021 Q3 - filed Nov. 5, 2021
- Ropes Wealth Advisors 2021 Q2 - filed Aug. 4, 2021
- Ropes Wealth Advisors 2021 Q1 - filed May 12, 2021
- Ropes Wealth Advisors 2020 Q4 - filed Feb. 5, 2021
- Ropes Wealth Advisors 2020 Q3 - filed Oct. 16, 2020
- Ropes Wealth Advisors 2020 Q2 - filed July 20, 2020
- Ropes Wealth Advisors 2020 Q1 - filed April 24, 2020
- Ropes Wealth Advisors 2019 Q4 - filed Feb. 5, 2020
- Ropes Wealth Advisors 2019 Q3 - filed Nov. 5, 2019
- Ropes Wealth Advisors 2019 Q2 - filed July 31, 2019
- Ropes Wealth Advisors 2019 Q1 - filed April 15, 2019
- Ropes Wealth Advisors 2018 Q4 - filed Feb. 8, 2019
- Ropes Wealth Advisors 2018 Q3 - filed Oct. 30, 2018
- Ropes Wealth Advisors 2018 Q2 - filed Aug. 13, 2018
- Ropes Wealth Advisors 2018 Q1 - filed April 30, 2018
- Ropes Wealth Advisors 2017 Q4 - filed Feb. 13, 2018
- Ropes Wealth Advisors 2017 Q3 - filed Nov. 9, 2017
- Ropes Wealth Advisors 2017 Q2 - filed Aug. 11, 2017
- Ropes Wealth Advisors 2017 Q1 - filed May 4, 2017
- Ropes Wealth Advisors 2016 Q4 - filed Jan. 6, 2017
- Ropes Wealth Advisors 2016 Q3 - filed Nov. 10, 2016
- Ropes Wealth Advisors 2016 Q2 - filed Aug. 8, 2016
- Ropes Wealth Advisors 2015 Q3 restated - filed May 19, 2016
- Ropes Wealth Advisors 2015 Q4 restated - filed May 19, 2016
- Ropes Wealth Advisors 2016 Q1 - filed May 12, 2016
- Ropes Wealth Advisors 2015 Q4 - filed Feb. 12, 2016
- Ropes Wealth Advisors 2015 Q3 - filed Nov. 12, 2015
- Ropes Wealth Advisors 2015 Q2 - filed Aug. 13, 2015
- Ropes Wealth Advisors 2015 Q1 - filed May 12, 2015