Current Market Value 214,547,000
Current Holdings 142
Most Recent File Date 2020-11-13
Total Filings on Record 17
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Northstar Wealth Partners 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)
2020-11-13 2020-09-30 13F-HR 142 214,547
2020-08-14 2020-06-30 13F-HR 182 239,493
2020-05-15 2020-03-31 13F-HR 162 196,817
2020-02-14 2019-12-31 13F-HR/A 1 R 183 244,060
2020-02-13 2019-12-31 13F-HR 144 218,325
2019-11-07 2019-09-30 13F-HR 177 227,891
2019-08-15 2019-06-30 13F-HR 180 224,604
2019-05-13 2019-03-31 13F-HR 180 218,332
2019-02-14 2018-12-31 13F-HR 165 190,644
2018-11-14 2018-09-30 13F-HR 175 208,654
2018-08-14 2018-06-30 13F-HR 182 199,776
2018-05-15 2018-03-31 13F-HR/A 1 R 182 195,639
2018-05-14 2018-03-31 13F-HR 216 249,137
2018-02-13 2017-12-31 13F-HR 131 112,618
2017-10-27 2017-09-30 13F-HR 123 102,454
2017-08-01 2017-06-30 13F-HR 136 109,483
2017-05-09 2017-03-31 13F-HR 133 107,505