Lake Point Wealth Management
Q3 2021 13F Holdings
Location
Rockwall, TX
Holdings as of
9/30/2021
Value ($000)
$216,986
Num holdings
445
Date filed
10/21/2021
Form type
13F-HR
Prev filing
8/4/2021
Next filing
2/23/2022
SEC
View on sec.gov
Compare Q3 2021 to
2022 Q2
2022 Q1
2021 Q4
2021 Q2
2020 Q1
2019 Q4
2019 Q2
2019 Q1 - RESTATEMENT
2018 Q4 - RESTATEMENT
Sym
Issuer Name
Cl
CUSIP
Value ($000)
%
Shares
Principal
Option Type