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WealthPoint Financial, LLCETFConcentrated trader

CIK: 0002040860 | CRAMERTON, NC

Q2 2026 vs Q3 2026 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q3 2026
13F-HR126$140.2M2026-11-03SEC ↗
Q2 2026
13F-HR126$137.2M2026-08-06SEC ↗
Q1 2026Amended
13F-HR/A117$114.9M2026-04-23SEC ↗
Q4 2025
13F-HR117$114.9M2026-02-19SEC ↗