Adviser Investments LLC

CIK
0001544576
City
NEWTON
State / Country
MA

Holdings in BSM

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $616,788 46,410
2025-09-30 $655,646 49,897
2025-06-30 $770,058 58,873
2025-03-31 $898,990 58,873
2024-12-31 $1,143,238 78,304
2024-09-30 $1,182,390 78,304
2024-06-30 $2,178,302 139,011
2024-03-31 $2,221,395 139,011
2023-12-31 $2,214,641 138,762
2023-09-30 $2,405,273 139,598
2023-06-30 $914,285 57,322
2023-03-31 $2,260,270 144,058
2022-12-31 $2,430,258 144,058
2022-09-30 $2,263,803 144,652
2022-06-30 $2,132,518 155,772
2022-03-31 $2,105,776 156,447
2021-12-31 $1,616,097 156,447
2021-09-30 $1,885,186 156,447
2021-06-30 $1,681,805 156,447
2021-03-31 $1,364,217 156,447
2020-12-31 $1,278,765 191,432
2020-09-30 $1,175,392 191,432
2020-06-30 $1,244,308 191,432
2020-03-31 $895,901 191,432