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Towerpoint Wealth, LLCETFConcentrated long-term

CIK: 0001731445 | SACRAMENTO, CA

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR112$284.3M2026-10-13SEC ↗
Q2 2026
13F-HR115$289.1M2026-07-09SEC ↗
Q1 2026
13F-HR93$247.8M2026-04-08SEC ↗
Q4 2025
13F-HR92$252.5M2026-01-15SEC ↗
Q3 2025
13F-HR87$244.4M2025-10-08SEC ↗
Q2 2025
13F-HR92$225.6M2025-07-09SEC ↗
Q1 2025
13F-HR81$201.8M2025-04-09SEC ↗
Q4 2024
13F-HR81$204.2M2025-01-15SEC ↗
Q3 2024
13F-HR85$211.0M2024-10-09SEC ↗
Q2 2024
13F-HR81$200.3M2024-07-12SEC ↗
Q1 2024
13F-HR83$199.1M2024-04-16SEC ↗
Q4 2023
13F-HR79$183.5M2024-01-23SEC ↗
Q3 2023
13F-HR76$168.4M2023-10-11SEC ↗
Q2 2023
13F-HR83$177.5M2023-07-20SEC ↗
Q1 2023
13F-HR78$174.7M2023-05-15SEC ↗
Q4 2022
13F-HR84$173.3M2023-02-10SEC ↗
Q3 2022
13F-HR83$2.2M2022-11-14SEC ↗
Q2 2022
13F-HR87$1.4M2022-08-08SEC ↗
Q1 2022
13F-HR90$1.5M2022-05-16SEC ↗
Q4 2021
13F-HR84$1.4M2022-02-04SEC ↗
Q3 2021
13F-HR79$970.0K2021-11-12SEC ↗
Q2 2021
13F-HR79$963.5K2021-07-27SEC ↗
Q1 2021
13F-HR76$916.8K2021-05-10SEC ↗
Q4 2020
13F-HR74$463.7K2021-02-10SEC ↗
Q3 2020
13F-HR66$428.7K2020-11-13SEC ↗
Q2 2020
13F-HR64$160.6K2020-08-07SEC ↗
Q1 2020
13F-HR61$126.3K2020-05-08SEC ↗
Q4 2019
13F-HR61$151.3K2020-01-15SEC ↗
Q3 2019
13F-HR84$147.2K2019-11-05SEC ↗
Q2 2019
13F-HR57$142.7K2019-08-07SEC ↗
Q1 2019
13F-HR51$143.3K2019-05-13SEC ↗
Q4 2018
13F-HR43$124.7K2019-02-11SEC ↗
Q3 2018
13F-HR33$120.4K2018-10-19SEC ↗
Q2 2018
13F-HR31$106.4K2018-07-31SEC ↗
Q1 2018
13F-HR31$90.2K2018-05-15SEC ↗
Q4 2017
13F-HR30$75.6K2018-02-15SEC ↗