Current Market Value 180,986,000
Current Holdings 111
Most Recent File Date 2020-02-25
Total Filings on Record 25
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Torch Wealth 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)
2020-02-25 2019-12-31 13F-HR 111 180,986
2019-11-15 2019-09-30 13F-HR 108 168,861
2019-08-02 2019-06-30 13F-HR 106 166,716
2019-04-29 2019-03-31 13F-HR 105 161,807
2019-02-01 2018-12-31 13F-HR 95 139,563
2018-10-23 2018-09-30 13F-HR 104 166,849
2018-07-30 2018-06-30 13F-HR 101 159,045
2018-05-03 2018-03-31 13F-HR 99 154,272
2018-01-30 2017-12-31 13F-HR 104 163,667
2017-10-12 2017-09-30 13F-HR 95 152,342
2017-07-20 2017-06-30 13F-HR 93 144,906
2017-04-17 2017-03-31 13F-HR 96 149,999
2017-02-02 2016-12-31 13F-HR 95 141,726
2016-10-13 2016-09-30 13F-HR 96 137,327
2016-07-22 2016-06-30 13F-HR 96 136,947
2016-04-26 2016-03-31 13F-HR 95 132,974
2016-01-28 2015-12-31 13F-HR 98 136,832
2015-10-27 2015-09-30 13F-HR 98 129,921
2015-07-31 2015-06-30 13F-HR 101 144,350
2015-04-28 2015-03-31 13F-HR 88 129,309
2015-01-29 2014-12-31 13F-HR 0 0
2014-10-29 2014-09-30 13F-HR 97 136,425
2014-07-23 2014-06-30 13F-HR 257 147,313
2014-05-13 2014-03-31 13F-HR 294 138,048
2014-02-13 2013-12-31 13F-HR 261 131,032