Managers / Q3 2021 · view latest →
Mayflower Financial Advisors, LLC
CIK 0001852930 · 265 FRANKLIN STREET, SUITE 401, BOSTON, MA, 02110 · 617-259-1767
Reported Value
$741M
Q3 2021
Positions
340
Filings on Record
25
2019–present window
Filed
Oct 26, 2021
original filing
Summary
Mayflower Financial Advisors, Llc reported $741M in U.S.-listed holdings across 340 positions for Q3 2021.
Its largest position, IVV, represents 8.4% of the portfolio.
Compared with Q2 2021, the fund opened 30 new positions and exited 13.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q3 2021
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $1.2B | 499 | Jul 9, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $824M | 444 | Apr 23, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $827M | 414 | Jan 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $797M | 407 | Oct 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $719M | 390 | Aug 4, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $658M | 388 | May 2, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $670M | 381 | Jan 22, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $664M | 372 | Nov 4, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $609M | 356 | Aug 2, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $598M | 355 | Apr 29, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $724M | 343 | Jan 22, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q3 2023 | $669M | 340 | Oct 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q2 2023 | $772M | 357 | Jul 13, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q1 2023 | $761M | 354 | Apr 12, 2023 | 13F-HR | changes · EDGAR ↗ |
| Q4 2022 | $720.4B | 353 | Jan 25, 2023 | RESTATEMENT | changes · EDGAR ↗ |
| Q3 2022 | $621M | 339 | Oct 19, 2022 | RESTATEMENT | changes · EDGAR ↗ |
| Q2 2022 | $653M | 336 | Jul 15, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q1 2022 | $743M | 363 | Apr 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q4 2021 | $753M | 352 | Jan 21, 2022 | 13F-HR | changes · EDGAR ↗ |
| Q3 2021 | $741M | 340 | Oct 26, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q2 2021 | $727M | 331 | Jul 29, 2021 | 13F-HR | changes · EDGAR ↗ |
| Q1 2021 | $675M | 304 | Apr 23, 2021 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.