Towerpoint Wealth, LLC: ILCV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towerpoint Wealth, LLC on ILCV, newest first. How the timeline and the estimate are built.
Towerpoint Wealth, LLC held 4,540 ILCV shares at 2026-06-30 per its 13F-HR filed 2026-07-09.
the latest 13F is the newest step
- period ended2026-06-3013F 4,540 sharesChange vs previous 13F +3 shares
0.16% of the 13F portfolio, value $459,592.
13F-HR 0001731445-26-000004 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,537 sharesChange vs previous 13F -901 shares
0.17% of the 13F portfolio, value $422,539.
13F-HR 0001731445-26-000002 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,438 sharesChange vs previous 13F +671 shares
0.2% of the 13F portfolio, value $513,090.
13F-HR 0001731445-26-000001 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 4,767 sharesChange vs previous 13F -36 shares
0.18% of the 13F portfolio, value $429,125.
13F-HR 0001085146-25-005830 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,803 sharesChange vs previous 13F -19 shares
0.18% of the 13F portfolio, value $400,522.
13F-HR 0001085146-25-003692 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 4,822 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $392,752.
13F-HR 0001085146-25-001961 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 4,822 sharesChange vs previous 13F 0 shares
0.19% of the 13F portfolio, value $390,486.
13F-HR 0001085146-25-000191 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 4,822 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $396,368.
13F-HR 0001085146-24-004735 filed by Towerpoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).