Skip to content
Disclosery

BAKER TILLY WEALTH MANAGEMENT, LLC: GOVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of BAKER TILLY WEALTH MANAGEMENT, LLC on GOVT, newest first. How the timeline and the estimate are built.

BAKER TILLY WEALTH MANAGEMENT, LLC held 16,424 GOVT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 16,424 shares
    Change vs previous 13F +3,449 shares

    0.07% of the 13F portfolio, value $359,193.

    13F-HR 0001840565-26-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 12,975 shares
    Change vs previous 13F -620 shares

    0.06% of the 13F portfolio, value $295,571.

    13F-HR 0001840565-26-000003 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 13,595 shares
    Change vs previous 13F -3,992 shares

    0.08% of the 13F portfolio, value $311,461.

    13F-HR 0001840565-26-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 17,587 shares
    Change vs previous 13F -1,026 shares

    0.1% of the 13F portfolio, value $404,941.

    13F-HR 0001840565-26-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 18,613 shares
    Change vs previous 13F -10,291 shares

    0.1% of the 13F portfolio, value $430,333.

    13F-HR 0001840565-25-000007 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 28,904 shares
    Change vs previous 13F -8,330 shares

    0.24% of the 13F portfolio, value $664,214.

    13F-HR 0001840565-25-000005 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 37,234 shares
    Change vs previous 13F -1,611 shares

    0.34% of the 13F portfolio, value $855,824.

    13F-HR 0001840565-25-000002 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 38,845 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $892,658.

    13F-HR 0001840565-25-000001 filed by BAKER TILLY WEALTH MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).