Current Market Value 356,379,000
Current Holdings 65
Most Recent File Date 2022-07-26
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by BT Wealth Management LLC . 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)
2022-07-26 2022-06-30 13F-HR/A 1 R 65 356,379
2022-07-15 2022-06-30 13F-HR 71 365,121
2022-04-21 2022-03-31 13F-HR 68 384,306
2022-02-11 2021-12-31 13F-HR 70 369,980
2021-11-01 2021-09-30 13F-HR 55 321,973
2021-07-28 2021-06-30 13F-HR 59 329,899
2021-05-06 2021-03-31 13F-HR 62 300,563
2021-02-04 2020-12-31 13F-HR 62 268,975
2020-10-23 2020-09-30 13F-HR 59 230,170
2020-07-21 2020-06-30 13F-HR 55 197,322
2020-04-29 2020-03-31 13F-HR 55 174,672
2020-01-13 2019-12-31 13F-HR 65 196,436
2019-10-11 2019-09-30 13F-HR 53 179,232
2019-08-12 2019-06-30 13F-HR 54 173,026
2019-04-15 2019-03-31 13F-HR 57 169,745
2019-02-15 2018-12-31 13F-HR 105 232,082