Twelve Points Wealth Management LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Concord, MA
CIK
0001877090
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 177 284,304 BIL, SPLB, ASA, RFG 13F-HR 7/12/2024 000187709024000004
Q1 2024 173 273,148 BIL, SPLB, RFG, ASA 13F-HR 4/15/2024 000187709024000003
Q4 2023 164 210,892 BIL, ASA, SPLB, RFG 13F-HR 1/12/2024 000187709024000001
Q3 2023 170 200,867 BIL, ASA, SPLB, IUSB 13F-HR 10/18/2023 000187709023000004
Q2 2023 165 187,925 BIL, SPLB, ASA, IUSB 13F-HR 7/13/2023 000187709023000003
Q1 2023 163 174,282 BIL, ASA, SPLB, IUSB 13F-HR 4/18/2023 000187709023000002
Q4 2022 163 146,978 DGRO, ASA, IUSB, BIL 13F-HR 1/17/2023 000187709023000001
Q3 2022 158 128,841 ASA, SHYL, IUSB, RZG 13F-HR 10/20/2022 000187709022000005
Q2 2022 162 129,797 ASA, SHYL, PPH, RZG 13F-HR 7/18/2022 000187709022000004
Q1 2022 171 133,874 ASA, PPH, RFG, SHYL 13F-HR 5/11/2022 000187709022000003
Q4 2021 166 123,472 ASA, PPH, JPM, EMQQ 13F-HR 3/18/2022 000187709022000002