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Cardinal Point Wealth Management Partners, LLC
CIK: 0001909054 | IRVINE, CA
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Q4 2022 vs Q1 2023 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q1 2023
Amended
13F-HR/A
80
$329.2M
2023-05-10
SEC ↗
Q4 2022
Amended
13F-HR/A
69
$289.6M
2023-02-08
SEC ↗
Q3 2022
13F-HR
49
$1.4M
2022-11-03
SEC ↗
Q2 2022
13F-HR
50
$3.2M
2022-07-19
SEC ↗
Q1 2022
13F-HR
51
$5.1M
2022-05-02
SEC ↗
Q4 2021
13F-HR
49
$7.7M
2022-02-10
SEC ↗