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Towerpoint Wealth, LLC: KOMP position timeline

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

Towerpoint Wealth, LLC held 52,248 KOMP 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 52,248 shares
    Change vs previous 13F -29,183 shares

    1.3% of the 13F portfolio, value $3,735,767.

    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 81,431 shares
    Change vs previous 13F -17,581 shares

    1.92% of the 13F portfolio, value $4,761,897.

    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 99,012 shares
    Change vs previous 13F -1,245 shares

    2.34% of the 13F portfolio, value $5,913,969.

    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 100,257 shares
    Change vs previous 13F -1,043 shares

    2.55% of the 13F portfolio, value $6,241,974.

    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 101,300 shares
    Change vs previous 13F +7,631 shares

    2.44% of the 13F portfolio, value $5,508,668.

    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 93,669 shares
    Change vs previous 13F +798 shares

    2.16% of the 13F portfolio, value $4,354,672.

    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 92,871 shares
    Change vs previous 13F +2,197 shares

    2.31% of the 13F portfolio, value $4,720,609.

    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 90,674 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $4,472,937.

    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).