Current Market Value 1,505,775
Current Holdings 285
Most Recent File Date 2025-08-13
Total Filings on Record 51
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Boston Family Office 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)
2025-08-13 2025-06-30 13F-HR 285 1,506
2025-05-13 2025-03-31 13F-HR 280 1,413
2025-02-12 2024-12-31 13F-HR 274 1,456
2024-11-13 2024-09-30 13F-HR 276 1,477
2024-08-12 2024-06-30 13F-HR 265 1,388
2024-05-13 2024-03-31 13F-HR 264 1,390
2024-02-12 2023-12-31 13F-HR 260 1,330
2023-11-13 2023-09-30 13F-HR 253 1,220
2023-08-14 2023-06-30 13F-HR 260 1,305
2023-05-10 2023-03-31 13F-HR 260 1,248
2023-02-07 2022-12-31 13F-HR 267 1,204
2022-11-08 2022-09-30 13F-HR 260 1,125,042
2022-08-11 2022-06-30 13F-HR 268 1,196,936
2022-05-11 2022-03-31 13F-HR 286 1,405,338
2022-02-14 2021-12-31 13F-HR 282 1,538,111
2021-11-15 2021-09-30 13F-HR 279 1,380,627
2021-08-12 2021-06-30 13F-HR 278 1,401,357
2021-05-07 2021-03-31 13F-HR 266 1,332,464
2021-02-16 2020-12-31 13F-HR 258 1,299,777
2020-11-10 2020-09-30 13F-HR 237 1,101,952
2020-08-06 2020-06-30 13F-HR 244 1,028,469
2020-05-11 2020-03-31 13F-HR 236 846,504
2020-02-05 2019-12-31 13F-HR 252 1,051,603
2019-11-12 2019-09-30 13F-HR 251 964,048
2019-07-30 2019-06-30 13F-HR 258 963,147
2019-05-09 2019-03-31 13F-HR 250 925,331
2019-02-12 2018-12-31 13F-HR 248 804,499
2018-11-01 2018-09-30 13F-HR 264 948,956
2018-07-26 2018-06-30 13F-HR 263 883,589
2018-04-30 2018-03-31 13F-HR 261 876,801
2018-02-06 2017-12-31 13F-HR 261 910,906
2017-11-13 2017-09-30 13F-HR 257 880,405
2017-08-04 2017-06-30 13F-HR 252 844,829
2017-05-05 2017-03-31 13F-HR 244 813,372
2017-02-06 2016-12-31 13F-HR 241 769,906
2016-11-03 2016-09-30 13F-HR 243 771,580
2016-08-04 2016-06-30 13F-HR 246 771,769
2016-04-26 2016-03-31 13F-HR 239 758,995
2016-02-04 2015-12-31 13F-HR 238 730,588
2015-11-04 2015-09-30 13F-HR 234 717,870
2015-08-07 2015-06-30 13F-HR 256 795,584
2015-05-11 2015-03-31 13F-HR 260 805,410
2015-02-09 2014-12-31 13F-HR 260 802,590
2014-10-31 2014-09-30 13F-HR 266 787,808
2014-10-31 2014-09-30 13F-HR/A 1 R 258 777,068
2014-08-01 2014-06-30 13F-HR 266 787,808
2014-05-12 2014-03-31 13F-HR 258 750,288
2014-05-12 2014-03-31 13F-HR/A 1 R 258 752,744
2014-02-10 2013-12-31 13F-HR 253 757,813
2013-11-04 2013-09-30 13F-HR 250 702,853
2013-07-25 2013-06-30 13F-HR 251 658,663