Lake Point Wealth Management: VOO position timeline

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

Lake Point Wealth Management held 53,577 VOO shares at 2022-06-30 per its 13F-HR filed 2022-07-19.

the latest 13F is the newest step

period ended2022-06-30
13F 53,577 shares
Change vs previous 13F +52,199 shares
10.56% of the 13F portfolio, value $18,585,000.
13F-HR 0001437749-22-017316 filed by Lake Point Wealth Management
Filed 2022-07-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2022-03-31
13F 1,378 shares
Change vs previous 13F -25 shares
0.26% of the 13F portfolio, value $572,000.
13F-HR 0001437749-22-012765 filed by Lake Point Wealth Management
Filed 2022-05-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-12-31
13F 1,403 shares
Change vs previous 13F -3 shares
0.27% of the 13F portfolio, value $613,000.
13F-HR 0001437749-22-004170 filed by Lake Point Wealth Management
Filed 2022-02-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-09-30
13F 1,406 shares
Change vs previous 13F 0 shares
0.26% of the 13F portfolio, value $555,000.
13F-HR 0001437749-21-024086 filed by Lake Point Wealth Management
Filed 2021-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2021-06-30
13F 1,406 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $553,000.
13F-HR 0001437749-21-018436 filed by Lake Point Wealth Management
Filed 2021-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC
Acceptance time not in the bulk data set (spec §4.2).