Baystate Wealth Management LLC

13F Filings History

Latest 13F report
Q2 2025 - Aug 14, 2025
Signature - Title
Maureen Kiefer-Goldenberg - Chief Compliance Officer
Location
Boston, MA
Summary
This page shows a list of all the recent 13F filings made by Baystate Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Baystate Wealth Management LLC reported 1299 stock holdings with total value $1.36B as of Q4 2023. Top holdings included IWY, SPDW, PRF, IVV, and AGG. Mariner, LLC is reporting for Baystate Wealth Management LLC.
Holdings Value

Mariner, LLC is reporting for Baystate Wealth Management LLC:

Name Holdings Value Location File Number
Mariner, LLC $69.3B Overland Park, KS 028-13550
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2025 13F-NT 8/14/2025, 05:17 PM
Q1 2025 13F-NT 5/15/2025, 11:56 AM
Q4 2024 13F-NT 2/13/2025, 04:47 PM
Q3 2024 13F-NT 11/13/2024, 03:00 PM
Q2 2024 13F-NT 8/13/2024, 03:54 PM
Q1 2024 13F-NT 5/15/2024, 10:00 AM
Q4 2023 1,299 $1.36B +$59.8M -$21.7M +$38.1M IWY, SPDW, PRF, IVV, AGG 13F-HR 1/29/2024, 04:21 PM
Q3 2023 1,099 $1.21B +$129M -$21.6M +$108M IWY, SPDW, PRF, IVV, AGG 13F-HR 10/25/2023, 09:58 PM
Q2 2023 1,097 $1.22B +$98.9M -$74.9M +$24M IWY, SPDW, PRF, IVV, VTV Restatement 9/21/2023, 01:47 PM
Q1 2023 1,026 $1.15B +$77.5M -$48.2M +$29.3M PRF, IWY, SPDW, IVV, VTV 13F-HR 4/25/2023, 02:51 PM
Q4 2022 863 $1.09B +$127M -$81.8M +$45.3M PRF, IWY, IVV, SPDW, ICSH 13F-HR 1/12/2023, 05:47 PM
Q3 2022 803 $972M +$84.5M -$75.6M +$8.92M PRF, SPDW, IWY, IVV, ICSH 13F-HR 11/10/2022, 08:03 PM
Q2 2022 823 $1.03B +$109M -$60M +$49.4M SPDW, PRF, IWY, ICSH, IVV 13F-HR 8/2/2022, 05:10 PM
Q1 2022 812 $1.13B +$97.2M -$23.4M +$73.8M SPDW, PRF, IWY, IVV, ICSH 13F-HR 4/18/2022, 07:35 PM
Q4 2021 807 $1.11B +$50.6M -$5.21M +$45.4M SPDW, IWY, PRF, IVV, SPSB 13F-HR 1/20/2022, 07:54 PM
Q3 2021 772 $1.01B +$25.1M -$13.2M +$11.9M SPDW, IWY, PRF, IVV, SPSB 13F-HR 11/5/2021, 03:42 PM
Q2 2021 744 $1.01B +$48M -$28M +$20M SPDW, IWY, PRF, IVV, SPSB 13F-HR 7/26/2021, 12:43 PM
Q1 2021 676 $944M +$169M -$145M +$23.4M SPDW, IWY, IVV, SPSB, PRF 13F-HR 4/21/2021, 01:38 PM
Q4 2020 609 $878M +$44.4M -$87.7M -$43.3M SPDW, PRF, IWY, SPSB, VTV 13F-HR 1/15/2021, 04:28 PM
Q3 2020 579 $837M +$15.6M -$76.5M -$60.9M IWY, SPDW, PRF, SPSB, ICSH 13F-HR 10/13/2020, 06:03 PM
Q2 2020 582 $854M +$63.6M -$69M -$5.39M SPDW, IWY, SPSB, PRF, ICSH 13F-HR 7/28/2020, 01:54 PM
Q1 2020 539 $757M +$199M -$70.1M +$129M SPDW, SPSB, ICSH, IWY, PRF 13F-HR 4/22/2020, 01:33 PM
Q4 2019 565 $821M +$124M -$108M +$16.3M PRF, SPDW, IWY, SPSB, VTV 13F-HR 1/17/2020, 05:17 PM
Q3 2019 516 $759M +$16.1M -$9.91M +$6.15M SPDW, PRF, IWY, IWR, SPSB 13F-HR 10/30/2019, 12:10 PM
Q2 2019 529 $762M +$14.7M -$7.35M +$7.39M SPDW, PRF, IWR, IWY, SPSB 13F-HR 7/2/2019, 10:48 AM
Q1 2019 525 $754M +$67.4M -$42.8M +$24.6M SPDW, PRF, IWR, IWY, SPSB 13F-HR 4/25/2019, 01:23 PM
Q4 2018 521 $685M +$85.2M -$5.33M +$79.8M SPDW, PRF, IWR, IWY, AMLPXXXX 13F-HR 1/24/2019, 08:09 AM
Q3 2018 562 $553M +$29.7M -$6.95M +$22.7M PRF, IWR, IWY, AMLPXXXX, VWO 13F-HR 10/16/2018, 08:45 AM
Q2 2018 584 $674M +$103M -$28.8M +$74.5M SPDW, PRF, IWY, IWR, AMLPXXXX 13F-HR 7/17/2018, 09:13 AM
Q1 2018 548 $660M +$29.7M -$3.91M +$25.8M SPDW, IWR, IWY, PRFXXXX, AMLPXXXX 13F-HR 4/24/2018, 08:29 AM
Q4 2017 532 $672M +$28.1M -$2.96M +$25.1M SPDW, IWR, IWY, PRFXXXX, AMLPXXXX 13F-HR 1/23/2018, 07:42 AM
Q3 2017 538 $600M +$28.5M -$3.19M +$25.3M SPDW, IWR, IWY, PRFXXXX, AMLPXXXX 13F-HR 10/10/2017, 11:31 AM
Q2 2017 545 $554M +$68.6M -$48.7M +$19.9M SPDW, IWR, IWY, PRFXXXX, AMLPXXXX 13F-HR 7/20/2017, 08:24 AM
Q1 2017 527 $520M +$108M -$102M +$6.2M SPDW, IWY, PRFXXXX, IWM, IWR 13F-HR 4/25/2017, 11:14 AM
Q4 2016 409 $503M +$53.9M -$255M -$201M SPDW, ILCG, IWM, PRFXXXX, IWR 13F-HR 1/5/2017, 01:25 PM
Q3 2016 52 $436M +$8.52M -$7.3M +$1.22M SPDW, ILCG, VWO, IWM, IWR 13F-HR 10/6/2016, 10:42 AM
Q2 2016 58 $443M +$43M -$64.1M -$21.2M SPDW, ILCG, VWO, IWM, IWR 13F-HR 7/1/2016, 11:57 AM
Q1 2016 63 $461M +$40.2M -$46.7M -$6.53M SPDW, ACWI, ILCG, VWO, IWM 13F-HR 4/7/2016, 04:36 PM
Q4 2015 52 $467M +$80.6M -$1.5M +$79.1M SPDW, SPSB, ACWI, ILCG, VWO 13F-HR 1/11/2016, 01:15 PM
Q3 2015 55 $383M +$59.9M -$13.5M +$46.4M SPDW, ACWI, ILCG, VWO, IWM 13F-HR 10/14/2015, 10:31 AM
Q2 2015 58 $372M +$47.3M -$31.7M +$15.6M SPDW, JNKXXXX, VWO, ACWI, ILCG 13F-HR 7/7/2015, 04:10 PM
Q1 2015 51 $361M +$77.9M -$37M +$40.9M SPDW, IOO, ACWI, VWO, JNKXXXX 13F-HR 4/17/2015, 12:13 PM
Q4 2014 52 $315M +$34.4M -$19.3M +$15.1M SPDW, IOO, ACWI, JNKXXXX, ILCG 13F-HR 1/8/2015, 02:55 PM
Q3 2014 54 $312M +$24.7M -$323K +$24.4M SPDW, IOO, ACWI, ILCG, QAI 13F-HR 10/2/2014, 02:56 PM
Q2 2014 52 $299M +$22.8M -$2.4M +$20.4M SPDW, IOO, ACWI, VWO, QAI 13F-HR 7/2/2014, 04:06 PM
Q1 2014 49 $269M +$98.8M -$58.6M +$40.1M SPDW, IOO, ACWI, QAI, IWR 13F-HR 4/3/2014, 03:17 PM
Q4 2013 38 $224M VEU, IOO, ILCG, IWR, PRFXXXX 13F-HR 1/15/2014, 11:37 AM