WealthPoint Financial, LLC
13F Portfolio Filings
Most recent 13F Q1 2026Location cramerton, NCCIK 0002040860All SEC filings
Q1 2026 Summary
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
121 | $119.48M | KRE, IVE, DYNF, IVW | RESTATEMENT | Jun 26, 2026 | 000204086026000003 | ||
117 | $114.94M | KRE, DYNF, IVE, IVW | 13F-HR | Feb 19, 2026 | 000204086026000001 |