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WealthPoint Financial, LLC
ETF
Concentrated trader
CIK: 0002040860 | CRAMERTON, NC
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Q2 2026 vs Q3 2026 Comparison
Profile
AI Overview
Filing History
Quarter
Form Type
Holdings
Value
Filed
SEC
Q3 2026
13F-HR
126
$140.2M
2026-11-03
SEC ↗
Q2 2026
13F-HR
126
$137.2M
2026-08-06
SEC ↗
Q1 2026
Amended
13F-HR/A
117
$114.9M
2026-04-23
SEC ↗
Q4 2025
13F-HR
117
$114.9M
2026-02-19
SEC ↗