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Towerpoint Wealth, LLC: FLCG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towerpoint Wealth, LLC on FLCG, newest first. How the timeline and the estimate are built.

Towerpoint Wealth, LLC held 72,050 FLCG shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,050 shares
    Change vs previous 13F +3,095 shares

    0.83% of the 13F portfolio, value $2,399,990.

    13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 68,955 shares
    Change vs previous 13F +7,570 shares

    0.83% of the 13F portfolio, value $2,061,717.

    13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 61,385 shares
    Change vs previous 13F +1,518 shares

    0.8% of the 13F portfolio, value $2,030,002.

    13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 59,867 shares
    Change vs previous 13F +13,398 shares

    0.8% of the 13F portfolio, value $1,954,059.

    13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 46,469 shares
    Change vs previous 13F +6,949 shares

    0.62% of the 13F portfolio, value $1,402,899.

    13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 39,520 shares
    Change vs previous 13F +5,523 shares

    0.51% of the 13F portfolio, value $1,019,221.

    13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 33,997 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $962,455.

    13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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