Twelve Points Wealth Management LLC
CIK
0001877090
City
Concord
State / Country
MA
Holdings in FINS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $944,832 | 71,524 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $1,124,995 | 85,812 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $1,119,213 | 86,226 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $1,166,478 | 86,534 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $1,109,992 | 87,401 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $1,278,982 | 96,746 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $1,197,304 | 96,791 | Shares | Sole | 2024-07-12 |
| 2024-03-31 | $1,208,919 | 96,791 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $1,177,720 | 98,885 | Shares | Sole | 2024-01-12 |
| 2023-09-30 | $1,303,077 | 108,229 | Shares | Sole | 2023-10-18 |
| 2023-06-30 | $1,288,447 | 109,098 | Shares | Sole | 2023-07-13 |
| 2023-03-31 | $1,351,195 | 109,586 | Shares | Sole | 2023-04-18 |
| 2022-12-31 | $1,425,317 | 111,266 | Shares | Sole | 2023-01-17 |
| 2022-09-30 | $1,500,639 | 111,988 | Shares | Sole | 2022-10-20 |
| 2022-06-30 | $1,656,317 | 113,602 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $1,803,391 | 114,211 | Shares | Sole | 2022-05-11 |
| 2021-12-31 | $2,198,846 | 128,889 | Shares | Sole | 2022-03-18 |