AllSquare Wealth Management LLC
All 13F Filings
- Location
- Albany, NY
- Most recent 13F
- Q3 2025
- Holdings value ($000)
- 189,495
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q3 2025 | 1/12/2026 | 539 | 189,495 | 13F-HR | AllSquare Wealth Management LLC |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 54.13 K | 28.6% | 54.13 K | 0 | 54.13 K |
| ETFs | 135.4 K | 71.4% | 135.4 K | 0 | 135.4 K |
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Fund Snapshot
Q3 2025
Latest filed
1/12/2026
Total value ($000)
189,495
Holdings
539
QoQ value change ($000)
—
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.