13F-HR filed by BAKER TILLY WEALTH MANAGEMENT, LLC
BAKER TILLY WEALTH MANAGEMENT, LLC filed this 13F-HR for the quarter ended 2022-03-31, filed 2022-04-27, with 517 holding rows worth $904,134,000.
- Accession
- 0001840565-22-000002
- Filer
- CIK 1840565
- Filed
- 2022-04-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2022
A holdings report, 518 entries on the cover page, a total value of $904,134,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $903,551,000 with VALUE read as thousands by filing date, 13F file number 028-20549. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| PETCO HEALTH AND WELLNESS CO | 71601V105 | COM | 10,000 | $196,000 | thousands by filing date | |
| QURATE RETAIL INC | 74915M100 | COM SER A | 40,067 | $191,000 | thousands by filing date | |
| EATON VANCE LIMITED DURATION | 27828H105 | COM | 15,600 | $183,000 | thousands by filing date | |
| OPORTUN FINANCIAL CORP | 68376D104 | COMMON STOCK | 12,309 | $177,000 | thousands by filing date | |
| WHITEHORSE FINANCE INC | 96524V106 | COM | 11,000 | $166,000 | thousands by filing date | |
| AMERICAN COASTAL INSURANCE C | 910710102 | COMMON STOCK | 44,212 | $146,000 | thousands by filing date | |
| LIBERTY ALL-STAR EQUITY FUND | 530158104 | SH BEN INT | 16,830 | $136,000 | thousands by filing date | |
| ANAVEX LIFE SCIENCES CORP | 032797300 | COM NEW | 10,000 | $123,000 | thousands by filing date | |
| SOFI TECHNOLOGIES INC COM | 83406F102 | Stock | 12,920 | $122,000 | thousands by filing date | |
| TROIKA MEDIA GROUP INC | 89689F305 | COM | 100,000 | $105,000 | thousands by filing date | |
| AUGMEDIX INC | 05105P107 | COM | 30,935 | $91,000 | thousands by filing date | |
| ANTARES PHARMA INC | 036642106 | COM | 20,201 | $83,000 | thousands by filing date | |
| PORCH GROUP INC | 733245104 | COM | 10,973 | $76,000 | thousands by filing date | |
| UWM HOLDINGS CORPORATION COM CL A | 91823B109 | Stock | 10,523 | $48,000 | thousands by filing date | |
| Bitfarms Ltd/Canada | 09173B107 | Common Stock | 11,467 | $43,000 | thousands by filing date | |
| ASPIRA WOMENS HEALTH INC | 04537Y109 | COM | 36,870 | $38,000 | thousands by filing date | |
| LLOYDS BANKING GROUP PLC SPONSORED ADR | 539439109 | ADR | 12,228 | $29,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001840565-22-000002 | this filing | 2022-04-27 | acceptance time not in the bulk data set |