Skip to content
Disclosery

Lake Point Wealth Management: TDTF position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lake Point Wealth Management on TDTF, newest first. How the timeline and the estimate are built.

Lake Point Wealth Management held 537,111 TDTF shares at 2022-06-30 per its 13F-HR filed 2022-07-19.

the latest 13F is the newest step

  1. period ended2022-06-30
    13F 537,111 shares
    Change vs previous 13F -13,527 shares

    7.7% of the 13F portfolio, value $13,546,000.

    13F-HR 0001437749-22-017316 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2022-03-31
    13F 550,638 shares
    Change vs previous 13F +321,508 shares

    6.91% of the 13F portfolio, value $14,928,000.

    13F-HR 0001437749-22-012765 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2021-12-31
    13F 229,130 shares
    Change vs previous 13F not available

    2.81% of the 13F portfolio, value $6,425,000.

    13F-HR 0001437749-22-004170 filed by Lake Point Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).