Current Market Value 250,651,000
Current Holdings 27
Most Recent File Date 2018-02-12
Total Filings on Record 16
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Bridgewater Wealth & Financial 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)
2018-02-12 2017-12-31 13F-HR 27 250,651
2017-11-14 2017-09-30 13F-HR 30 244,007
2017-08-03 2017-06-30 13F-HR 117 299,996
2017-05-15 2017-03-31 13F-HR 107 273,117
2017-02-10 2016-12-31 13F-HR 109 264,399
2016-11-01 2016-09-30 13F-HR 113 271,350
2016-08-03 2016-06-30 13F-HR 114 277,285
2016-05-09 2016-03-31 13F-HR 115 275,079
2016-02-01 2015-12-31 13F-HR 89 257,896
2015-11-02 2015-09-30 13F-HR 89 241,410
2015-08-06 2015-06-30 13F-HR/A 1 R 78 235,808
2015-07-28 2015-06-30 13F-HR 96 246,008
2015-08-06 2015-03-31 13F-HR/A 1 R 79 234,417
2015-07-28 2015-03-31 13F-HR 98 244,768
2015-08-06 2014-12-31 13F-HR/A 1 R 96 245,883
2015-07-28 2014-12-31 13F-HR 105 250,226