Current Market Value 176,424,000
Current Holdings 80
Most Recent File Date 2022-04-13
Total Filings on Record 10
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Adams Chetwood 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)
2022-04-13 2022-03-31 13F-HR 80 176,424
2022-02-11 2021-12-31 13F-HR 73 147,206
2021-10-14 2021-09-30 13F-HR 75 138,125
2021-08-13 2021-06-30 13F-HR 76 141,757
2021-05-28 2021-03-31 13F-HR 74 131,209
2021-01-29 2020-12-31 13F-HR 75 120,583
2020-10-27 2020-09-30 13F-HR 69 103,868
2020-07-20 2020-06-30 13F-HR 69 98,352
2020-05-13 2020-03-31 13F-HR 68 85,452
2020-02-26 2019-12-31 13F-HR 68 97,756