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Lake Point Wealth Management

CIK: 0001768068 | ROCKWALL, TX

Q1 2022 vs Q2 2022 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2022
13F-HR493$693.5K2022-07-19SEC ↗
Q1 2022
13F-HR465$458.9K2022-05-17SEC ↗
Q4 2021
13F-HR482$458.7K2022-02-23SEC ↗
Q3 2021
13F-HR445$488.7K2021-10-21SEC ↗
Q2 2021
13F-HR449$369.3K2021-08-04SEC ↗
Q1 2020
13F-HR472$236.5K2020-05-18SEC ↗
Q4 2019
13F-HR711$503.6K2020-02-13SEC ↗
Q2 2019
13F-HR770$504.7K2019-08-07SEC ↗
Q1 2019Amended
13F-HR/A572$634.0K2019-06-03SEC ↗
Q4 2018Amended
13F-HR/A567$2.0M2019-02-21SEC ↗