Twelve Points Wealth Management LLC: CE position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Twelve Points Wealth Management LLC on CE, newest first. How the timeline and the estimate are built.
Twelve Points Wealth Management LLC held 7,373 CE shares at 2026-06-30 per its 13F-HR filed 2026-08-07.
the latest 13F is the newest step
- period ended2026-06-3013F 7,373 sharesChange vs previous 13F -176 shares
0.07% of the 13F portfolio, value $339,165.
13F-HR 0001877090-26-000005 filed by Twelve Points Wealth Management 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 7,549 sharesChange vs previous 13F +269 shares
0.11% of the 13F portfolio, value $496,514.
13F-HR 0001877090-26-000003 filed by Twelve Points Wealth Management 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 7,280 sharesChange vs previous 13F -8,444 shares
0.07% of the 13F portfolio, value $331,760.
13F-HR 0001877090-26-000001 filed by Twelve Points Wealth Management 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 15,724 sharesChange vs previous 13F -57 shares
0.16% of the 13F portfolio, value $661,675.
13F-HR 0001877090-25-000008 filed by Twelve Points Wealth Management 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 15,781 sharesChange vs previous 13F +150 shares
0.24% of the 13F portfolio, value $873,173.
13F-HR 0001877090-25-000004 filed by Twelve Points Wealth Management 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 15,631 sharesChange vs previous 13F +5,507 shares
0.24% of the 13F portfolio, value $887,380.
13F-HR 0001877090-25-000003 filed by Twelve Points Wealth Management 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 10,124 sharesChange vs previous 13F +6,197 shares
0.2% of the 13F portfolio, value $700,704.
13F-HR 0001877090-25-000002 filed by Twelve Points Wealth Management 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 3,927 sharesChange vs previous 13F not available
0.17% of the 13F portfolio, value $533,936.
13F-HR 0001877090-24-000008 filed by Twelve Points Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).