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Twelve Points Wealth Management LLC: CAIE position timeline

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

Twelve Points Wealth Management LLC held 125,120 CAIE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 125,120 shares
    Change vs previous 13F +21,340 shares

    0.68% of the 13F portfolio, value $3,404,508.

    13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 103,780 shares
    Change vs previous 13F +22,843 shares

    0.57% of the 13F portfolio, value $2,609,029.

    13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 80,937 shares
    Change vs previous 13F +7,166 shares

    0.5% of the 13F portfolio, value $2,205,531.

    13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 73,771 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $2,026,493.

    13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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