HighPoint Advisor Group LLC: FDD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HighPoint Advisor Group LLC on FDD, newest first. How the timeline and the estimate are built.

HighPoint Advisor Group LLC held 18,065 FDD shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 18,065 shares
Change vs previous 13F -4,379 shares
0.01% of the 13F portfolio, value $335,109.
13F-HR 0001616034-26-000005 filed by HighPoint Advisor Group LLC
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 22,444 shares
Change vs previous 13F not available
0.02% of the 13F portfolio, value $399,723.
13F-HR 0001616034-26-000004 filed by HighPoint Advisor Group LLC
Filed 2026-05-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).