Current Market Value 176,032,000
Current Holdings 493
Most Recent File Date 2022-07-19
Total Filings on Record 12
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Lake Point Wealth Management . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2022-07-19 2022-06-30 13F-HR 493 176,032
2022-05-17 2022-03-31 13F-HR 465 216,137
2022-02-23 2021-12-31 13F-HR 482 228,916
2021-10-21 2021-09-30 13F-HR 445 216,986
2021-08-04 2021-06-30 13F-HR 449 214,460
2020-05-18 2020-03-31 13F-HR 462 113,626
2020-02-13 2019-12-31 13F-HR 696 300,796
2019-08-07 2019-06-30 13F-HR 756 287,927
2019-08-07 2019-03-31 13F-HR/A 1 R 752 287,927
2019-06-03 2019-03-31 13F-HR 572 161,437
2019-08-07 2018-12-31 13F-HR/A 1 R 914 267,400
2019-02-21 2018-12-31 13F-HR 567 161,437