DOSSIER · 13F-HR · Q3 2025

AllSquare Wealth Management LLC

$189M in tracked AUM across 539 positions as of Q3 2025.

AW
CIK 0001633674 · last filed Sep 30, 2025
Total AUM
$189M
as of Q3 2025
Holdings
539
—
positions
Whale Score
42
42
tracked
Activity
—
no data
changes this Q
AI Analysis · Q3 2025

AllSquare Wealth Management LLC filed its latest 13F-HR for Q3 2025. See the latest holdings and position changes below.

Quarter at a glance — Q3 2025

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q3 2025.

#HoldingValueSharesWeight
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Filing history

2025Q3Sep 30
$189M▲ 6.4%
539 positionsLocked
2025Q2Jun 30
$178M▲ 5.8%
539 positionsLocked
2025Q1Mar 31
$168M▼ 3.2%
539 positionsLocked
2024Q4Dec 31
$174M▼ 1.2%
540 positionsLocked
2024Q3Sep 30
$176M▲ 5.6%
542 positionsLocked
2024Q2Jun 30
$167M▼ 2.4%
538 positionsLocked
2024Q1Mar 31
$171M▲ 4.7%
536 positionsLocked
2023Q4Dec 31
$163M▲ 6.3%
536 positionsLocked
2023Q3Sep 30
$153M▼ 0.3%
545 positionsLocked
2023Q2Jun 30
$154M▼ 0.3%
566 positionsLocked
2023Q1Mar 31
$154M▲ 5.8%
559 positionsLocked
2022Q4Dec 31
$146M▲ 5.4%
533 positionsLocked
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