Twelve Points Wealth Management LLC
Holdings in APAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,036,352 | 74,530 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $3,580,239 | 82,494 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,626,238 | 81,801 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $3,018,129 | 77,190 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $3,087,201 | 71,712 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $2,992,675 | 69,083 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $2,681,023 | 64,963 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $2,821,217 | 61,639 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $2,632,907 | 59,595 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $2,205,272 | 58,933 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $2,231,196 | 56,759 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $1,695,547 | 53,019 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $1,218,769 | 41,036 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $1,329,641 | 49,374 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $1,613,241 | 45,354 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $717,901 | 18,244 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $476,257 | 9,997 | Shares | Sole | 2022-03-18 |