Current Market Value 558,952,578
Current Holdings 80
Most Recent File Date 2025-07-24
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by MA Private Wealth . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-24 2025-06-30 13F-HR 80 558,953
2025-05-01 2025-03-31 13F-HR 75 531,634
2025-01-24 2024-12-31 13F-HR 72 534,847
2024-10-23 2024-09-30 13F-HR 71 534,912
2024-08-05 2024-06-30 13F-HR 75 505,644
2024-04-30 2024-03-31 13F-HR 68 493,386
2024-02-13 2023-12-31 13F-HR/A 1 R 76 469,362
2024-01-25 2023-12-31 13F-HR 76 469,362
2023-10-27 2023-09-30 13F-HR 72 423,204
2023-08-09 2023-06-30 13F-HR 69 431,228
2023-05-04 2023-03-31 13F-HR 65 411,426
2023-02-07 2022-12-31 13F-HR 80 414,659
2022-10-25 2022-09-30 13F-HR 70 402,373
2022-07-14 2022-06-30 13F-HR 65 410,555
2022-05-04 2022-03-31 13F-HR 85 548,111
2022-01-19 2021-12-31 13F-HR 91 557,040
2021-11-02 2021-09-30 13F-HR 87 509,193
2021-07-22 2021-06-30 13F-HR 90 503,048
2021-04-26 2021-03-31 13F-HR 90 479,707
2021-01-11 2020-12-31 13F-HR 66 437,377
2020-10-26 2020-09-30 13F-HR 83 423,921
2020-07-14 2020-06-30 13F-HR 82 399,996
2020-04-16 2020-03-31 13F-HR 83 340,286
2020-01-27 2019-12-31 13F-HR 73 325,822
2019-10-10 2019-09-30 13F-HR 84 355,856
2019-07-17 2019-06-30 13F-HR 88 343,126
2019-04-24 2019-03-31 13F-HR 91 315,100
2019-02-08 2018-12-31 13F-HR 96 263,542