Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma

Business address
230 Congress Street, Boston, MA, 02110
Top securities (13F)
MSFT, MA, GOOGL, INTU, AMZN, SYK, DHR, AAPL, FI, NVDA, TJX, TMO, NOW, AMT, COST, NXPI, ABT, V, PAYC, and VEEV
State of incorporation
MA
Fiscal year end
31 December
Former names
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS /MA (to 15 Nov 2007)
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Loring Wolcott & Coolidge Fiduciary Advisors Llp/Ma has filed 118 SEC EDGAR filings since 14 May 1999

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 24 Oct 2025 30 Sep 2025 028-04578
13F-HR Open Document Open Filing 30 Jul 2025 30 Jun 2025 028-04578
N-PX Open Document Open Filing 23 Jul 2025 30 Jun 2025 028-04578
13F-HR Open Document Open Filing 24 Apr 2025 31 Mar 2025 028-04578
13F-HR Open Document Open Filing 28 Jan 2025 31 Dec 2024 028-04578
13F-HR Open Document Open Filing 25 Oct 2024 30 Sep 2024 028-04578
N-PX Open Document Open Filing 05 Aug 2024 30 Jun 2024 028-04578
13F-HR Open Document Open Filing 17 Jul 2024 30 Jun 2024 028-04578
13F-HR Open Document Open Filing 23 Apr 2024 31 Mar 2024 028-04578
13F-HR Open Document Open Filing 01 Feb 2024 31 Dec 2023 028-04578
13F-HR Open Document Open Filing 03 Nov 2023 30 Sep 2023 028-04578
13F-HR Open Document Open Filing 01 Aug 2023 30 Jun 2023 028-04578
13F-HR Open Document Open Filing 02 May 2023 31 Mar 2023 028-04578
13F-HR/A Open Document Open Filing 02 Mar 2023 31 Dec 2022 028-04578
13F-HR Open Document Open Filing 14 Feb 2023 31 Dec 2022 028-04578
13F-HR Open Document Open Filing 25 Oct 2022 30 Sep 2022 028-04578
13F-HR Open Document Open Filing 26 Jul 2022 30 Jun 2022 028-04578
PX14A6G Open Document Open Filing 10 May 2022
13F-HR Open Document Open Filing 13 Apr 2022 31 Mar 2022 028-04578
13F-HR Open Document Open Filing 14 Feb 2022 31 Dec 2021 028-04578
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-04578
13F-HR Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-04578
13F-HR Open Document Open Filing 14 Apr 2021 31 Mar 2021 028-04578
13F-HR Open Document Open Filing 14 Jan 2021 31 Dec 2020 028-04578
13F-HR Open Document Open Filing 15 Oct 2020 30 Sep 2020 028-04578
13F-HR Open Document Open Filing 30 Jul 2020 30 Jun 2020 028-04578
PX14A6G Open Document Open Filing 11 May 2020
13F-HR Open Document Open Filing 15 Apr 2020 31 Mar 2020 028-04578
13F-HR Open Document Open Filing 22 Jan 2020 31 Dec 2019 028-04578
13F-HR Open Document Open Filing 05 Nov 2019 30 Sep 2019 028-04578
13F-HR Open Document Open Filing 09 Aug 2019 30 Jun 2019 028-04578
PX14A6G Open Document Open Filing 23 May 2019
13F-HR Open Document Open Filing 08 Apr 2019 31 Mar 2019 028-04578
13F-HR Open Document Open Filing 13 Feb 2019 31 Dec 2018 028-04578
13F-HR Open Document Open Filing 31 Oct 2018 30 Sep 2018 028-04578
13F-HR Open Document Open Filing 07 Aug 2018 30 Jun 2018 028-04578
13F-HR Open Document Open Filing 20 Apr 2018 31 Mar 2018 028-04578
13F-HR Open Document Open Filing 08 Feb 2018 31 Dec 2017 028-04578
13F-HR/A Open Document Open Filing 02 Nov 2017 30 Sep 2017 028-04578
13F-HR Open Document Open Filing 27 Oct 2017 30 Sep 2017 028-04578
13F-HR Open Document Open Filing 07 Aug 2017 30 Jun 2017 028-04578
13F-HR Open Document Open Filing 15 May 2017 31 Mar 2017 028-04578
13F-HR Open Document Open Filing 02 Feb 2017 31 Dec 2016 028-04578
13F-HR Open Document Open Filing 01 Nov 2016 30 Sep 2016 028-04578
13F-HR Open Document Open Filing 11 Jul 2016 30 Jun 2016 028-04578
13F-HR Open Document Open Filing 26 Apr 2016 31 Mar 2016 028-04578
13F-HR Open Document Open Filing 27 Jan 2016 31 Dec 2015 028-04578
13F-HR Open Document Open Filing 06 Nov 2015 30 Sep 2015 028-04578
13F-HR Open Document Open Filing 03 Aug 2015 30 Jun 2015 028-04578
13F-HR Open Document Open Filing 06 May 2015 31 Mar 2015 028-04578
13F-HR/A Open Document Open Filing 12 Feb 2015 31 Dec 2014 028-04578
13F-HR Open Document Open Filing 12 Feb 2015 31 Dec 2014 028-04578
13F-HR Open Document Open Filing 07 Nov 2014 30 Sep 2014 028-04578
13F-HR Open Document Open Filing 12 Aug 2014 30 Jun 2014 028-04578
13F-HR Open Document Open Filing 28 Apr 2014 31 Mar 2014 028-04578
13F-HR Open Document Open Filing 11 Feb 2014 31 Dec 2013 028-04578