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Manager record

Mayflower Financial Advisors, LLC

Boston, MA · CIK 1852930 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$1.16BReported 13F valueQ2 2026 · as filed
499Holdings listed
+40.5%vs prior quartervalue change includes market moves
5Quarters on record
Jul 09Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $718.9M$718.9MQ2 2025390 holdingsQ3 2025: $796.8M$796.8MQ3 2025407 holdingsQ4 2025: $826.9M$826.9MQ4 2025414 holdingsQ1 2026: $823.9M$823.9MQ1 2026444 holdingsQ2 2026: $1.2B$1.2BQ2 2026499 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Jul 09 2026 13F-HR · period Q2 2026

$1.16B · 499 holdings listed · View original SEC filing ↗

Apr 23 2026 13F-HR · period Q1 2026

$823.88M · 444 holdings listed · View original SEC filing ↗

Jan 13 2026 13F-HR · period Q4 2025

$826.87M · 414 holdings listed · View original SEC filing ↗

Oct 17 2025 13F-HR · period Q3 2025

$796.82M · 407 holdings listed · View original SEC filing ↗

Aug 04 2025 13F-HR · period Q2 2025

$718.87M · 390 holdings listed · View original SEC filing ↗

Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Jul 09, 2026 · Change methodology