WealthOne, LLC

All 13F Portfolio Filings

Most recent 13F
Q4 2022
Location
Albany, NY
CIK
0001763608
Alternate names
Capital Financial Planning, LLC, Wealthpoint, LLC
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q4 2022 117 246,562,579 13F-HR 1/24/2023 000195175723000042 WealthOne, LLC
Q3 2022 107 231,670 13F-HR 10/17/2022 000176360822000004 Wealthpoint, LLC
Q2 2022 121 244,463 13F-HR 7/18/2022 000176360822000003 Wealthpoint, LLC
Q1 2022 123 283,978 13F-HR 4/27/2022 000176360822000002 Wealthpoint, LLC
Q4 2021 113 289,688 13F-HR 2/11/2022 000176360822000001 Wealthpoint, LLC
Q3 2021 131 266,729 13F-HR 11/1/2021 000176360821000005 Wealthpoint, LLC
Q2 2021 125 255,800 13F-HR 7/26/2021 000176360821000004 Wealthpoint, LLC
Q1 2021 120 232,621 13F-HR 4/27/2021 000176360821000002 Capital Financial Planning, LLC
Q4 2020 108 207,256 13F-HR 2/8/2021 000176360821000001 Capital Financial Planning, LLC
Q3 2020 103 177,505 13F-HR 11/9/2020 000176360820000004 Capital Financial Planning, LLC
Q2 2020 96 162,917 13F-HR 8/6/2020 000176360820000003 Capital Financial Planning, LLC
Q1 2020 87 130,501 13F-HR 4/16/2020 000176360820000002 Capital Financial Planning, LLC
Q4 2019 87 160,615 13F-HR 1/31/2020 000176360820000001 Capital Financial Planning, LLC
Q3 2019 88 139,779 13F-HR 11/14/2019 000176360819000004 Capital Financial Planning, LLC
Q2 2019 95 141,369 13F-HR 8/8/2019 000176360819000003 Capital Financial Planning, LLC
Q1 2019 85 88,549 13F-HR 5/16/2019 000176360819000002 Capital Financial Planning, LLC
Q4 2018 757 114,200 13F-HR 2/15/2019 000176360819000001 Capital Financial Planning, LLC