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Disclosery

Lake Point Wealth Management: XMLV position timeline

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

Lake Point Wealth Management held 0 XMLV shares at 2021-12-31 per its 13F-HR filed 2022-02-23.

the latest 13F is the newest step

  1. period ended2021-12-31
    13F 0 shares
    Change vs previous 13F -151 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2021-09-30
    13F 151 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $8,000.

    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).