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Disclosery

Lake Point Wealth Management: WTMF position timeline

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

Lake Point Wealth Management held 4,998 WTMF 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 4,998 shares
    Change vs previous 13F 0 shares

    0.1% of the 13F portfolio, value $175,000.

    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 4,998 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $180,000.

    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 4,998 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $177,000.

    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).

  4. period ended2021-09-30
    13F 4,998 shares
    Change vs previous 13F -16 shares

    0.09% of the 13F portfolio, value $205,000.

    13F-HR 0001437749-21-024086 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).

  5. period ended2021-06-30
    13F 5,014 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $208,000.

    13F-HR 0001437749-21-018436 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).