Baker Tilly Financial - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Baker Tilly Financial going back to Feb. 3, 2021
- Baker Tilly Wealth Management 2025 Q3 - filed Oct. 9, 2025 - new!
- Baker Tilly Wealth Management 2025 Q2 - filed July 10, 2025
- Baker Tilly Wealth Management 2025 Q1 - filed April 9, 2025
- Baker Tilly Wealth Management 2024 Q4 - filed Jan. 10, 2025
- Baker Tilly Wealth Management 2024 Q3 - filed Oct. 24, 2024
- Baker Tilly Wealth Management 2024 Q2 - filed July 18, 2024
- Baker Tilly Wealth Management 2024 Q1 - filed May 9, 2024
- Baker Tilly Wealth Management 2023 Q4 - filed Jan. 10, 2024
- Baker Tilly Wealth Management 2023 Q3 - filed Oct. 10, 2023
- Baker Tilly Wealth Management 2023 Q2 - filed July 20, 2023
- Baker Tilly Wealth Management 2023 Q1 - filed April 12, 2023
- Baker Tilly Wealth Management 2022 Q4 - filed Jan. 26, 2023
- Baker Tilly Wealth Management 2022 Q3 - filed Oct. 20, 2022
- Baker Tilly Wealth Management 2022 Q2 - filed July 28, 2022
- Baker Tilly Wealth Management 2022 Q1 - filed April 27, 2022
- Baker Tilly Wealth Management 2021 Q4 - filed Feb. 8, 2022
- Baker Tilly Wealth Management 2021 Q3 - filed Nov. 2, 2021
- Baker Tilly Wealth Management 2021 Q2 - filed July 30, 2021
- Baker Tilly Wealth Management 2021 Q1 - filed April 28, 2021
- Baker Tilly Financial 2020 Q4 - filed Feb. 3, 2021