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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001840565-24-000005
Filing Date
2024-07-18
Accepted
2024-07-18 15:54:21
Documents
2
Period of Report
2024-06-30
Effectiveness Date
2024-07-18

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 1928
2 06.30.2024.html INFORMATION TABLE  
2 06.30.2024.xml INFORMATION TABLE 137654
  Complete submission text file 0001840565-24-000005.txt   140871
Mailing Address PO BOX 7398 MADISON WI 53703-7398
Business Address 4807 INNOVATE LANE MADISON WI 53718 608-249-6622
BAKER TILLY WEALTH MANAGEMENT, LLC (Filer) CIK: 0001840565 (see all company filings)

IRS No.: 462648231 | State of Incorp.: WI | Fiscal Year End: 0531
Type: 13F-HR | Act: 34 | File No.: 028-20549 | Film No.: 241124738