Position in CWD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$93
-$70 QoQ
Shares Held
142
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 17 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CWD Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026DecisionPoint Financial, LLC holds $398,383 across 28 Asset Management names. CWD ranks #23 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IVZ |
Invesco Ltd.
|
1,265 | $379,107 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
139 | $4,193 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
68 | $2,735 | |
| 4 | AMP |
Ameriprise Financial Inc
|
4 | $1,835 | |
| 5 | RJF |
Raymond James Financial Inc
|
7 | $1,064 | |
| 6 | KKR |
KKR & Co. Inc.
|
11 | $1,009 | |
| 7 | BLK |
BlackRock, Inc.
|
1 | $961 | |
| 8 | NTRS |
Northern Trust Corp
|
5 | $869 |
All Filings in CWD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93 | 142 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $163 | 142 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $176 | 142 | Shares | Sole | 2026-01-29 | |
| No filing history on record for this holder in this stock. | ||||||