Twelve Points Wealth Management LLC
Holdings in SERA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $127,994 | 43,388 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $132,767 | 43,388 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $120,184 | 43,388 | Shares | Sole | 2025-07-16 |
| 2025-03-31 | $159,667 | 43,388 | Shares | Sole | 2025-04-30 |
| 2024-12-31 | $353,178 | 43,388 | Shares | Sole | 2025-01-23 |
| 2024-09-30 | $338,426 | 43,388 | Shares | Sole | 2024-10-16 |
| 2024-06-30 | $256,856 | 43,388 | Shares | Sole | 2024-07-12 |