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Towerpoint Wealth, LLC: FVD position timeline

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

Towerpoint Wealth, LLC held 147,084 FVD 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 147,084 shares
    Change vs previous 13F +1,078 shares

    2.46% of the 13F portfolio, value $7,086,500.

    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 146,006 shares
    Change vs previous 13F +2,329 shares

    2.77% of the 13F portfolio, value $6,866,667.

    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 143,677 shares
    Change vs previous 13F +4,760 shares

    2.62% of the 13F portfolio, value $6,620,651.

    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 138,917 shares
    Change vs previous 13F +7,012 shares

    2.63% of the 13F portfolio, value $6,423,524.

    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 131,905 shares
    Change vs previous 13F +4,303 shares

    2.61% of the 13F portfolio, value $5,896,145.

    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 127,602 shares
    Change vs previous 13F +2,814 shares

    2.82% of the 13F portfolio, value $5,689,781.

    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 124,788 shares
    Change vs previous 13F +1,386 shares

    2.67% of the 13F portfolio, value $5,445,728.

    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).

  8. period ended2024-09-30
    13F 123,402 shares
    Change vs previous 13F not available

    2.66% of the 13F portfolio, value $5,613,534.

    13F-HR 0001085146-24-004735 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).