Towerpoint Wealth, LLC

All 13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Sacramento, CA
CIK
0001731445
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q3 2023 76 168,438 13F-HR 10/10/2023 000108514623003651 Towerpoint Wealth, LLC
Q2 2023 83 177,478 13F-HR 7/20/2023 000108514623002775 Towerpoint Wealth, LLC
Q1 2023 78 174,667 13F-HR 5/15/2023 000108514623002453 Towerpoint Wealth, LLC
Q4 2022 84 173,302 13F-HR 2/10/2023 000108514623001029 Towerpoint Wealth, LLC
Q3 2022 83 165,877 13F-HR 11/14/2022 000108514622004075 Towerpoint Wealth, LLC
Q2 2022 87 167,385 13F-HR 8/8/2022 000108514622002887 Towerpoint Wealth, LLC
Q1 2022 90 201,443 13F-HR 5/16/2022 000108514622002163 Towerpoint Wealth, LLC
Q4 2021 84 211,341 13F-HR 2/3/2022 000108514622000522 Towerpoint Wealth, LLC
Q3 2021 79 200,815 13F-HR 11/12/2021 000108514621003111 Towerpoint Wealth, LLC
Q2 2021 79 201,304 13F-HR 7/26/2021 000108514621002090 Towerpoint Wealth, LLC
Q1 2021 76 208,497 13F-HR 5/10/2021 000108514621001495 Towerpoint Wealth, LLC
Q4 2020 74 199,944 13F-HR 2/10/2021 000108514621000555 Towerpoint Wealth, LLC
Q3 2020 66 179,947 13F-HR 11/13/2020 000108514620002921 Towerpoint Wealth, LLC
Q2 2020 64 160,636 13F-HR 8/7/2020 000108514620002042 Towerpoint Wealth, LLC
Q1 2020 61 126,269 13F-HR 5/8/2020 000108514620001371 Towerpoint Wealth, LLC
Q4 2019 61 151,334 13F-HR 1/15/2020 000108514620000142 Towerpoint Wealth, LLC
Q3 2019 84 147,213 13F-HR 11/5/2019 000108514619002715 Towerpoint Wealth, LLC
Q2 2019 57 142,653 13F-HR 8/7/2019 000108514619002130 Towerpoint Wealth, LLC
Q1 2019 51 143,263 13F-HR 5/13/2019 000108514619001487 Towerpoint Wealth, LLC
Q4 2018 43 124,728 13F-HR 2/11/2019 000108514619000451 Towerpoint Wealth, LLC
Q3 2018 33 120,424 13F-HR 10/19/2018 000108514618002351 Towerpoint Wealth, LLC
Q2 2018 31 106,387 13F-HR 7/31/2018 000108514618001785 Towerpoint Wealth, LLC
Q1 2018 31 90,234 13F-HR 5/15/2018 000108514618001446 Towerpoint Wealth, LLC
Q4 2017 30 75,603 13F-HR 2/15/2018 000108514618000894 Towerpoint Wealth, LLC