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Twelve Points Wealth Management LLC: CHRW position timeline

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

Twelve Points Wealth Management LLC held 8,413 CHRW 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 8,413 shares
    Change vs previous 13F -82 shares

    0.32% of the 13F portfolio, value $1,584,580.

    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 8,495 shares
    Change vs previous 13F -1,162 shares

    0.31% of the 13F portfolio, value $1,410,825.

    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 9,657 shares
    Change vs previous 13F -2,392 shares

    0.37% of the 13F portfolio, value $1,649,188.

    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 12,049 shares
    Change vs previous 13F -1,700 shares

    0.4% of the 13F portfolio, value $1,595,324.

    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).

  5. period ended2025-06-30
    13F 13,749 shares
    Change vs previous 13F +376 shares

    0.36% of the 13F portfolio, value $1,319,224.

    13F-HR 0001877090-25-000004 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).

  6. period ended2025-03-31
    13F 13,373 shares
    Change vs previous 13F -320 shares

    0.37% of the 13F portfolio, value $1,369,375.

    13F-HR 0001877090-25-000003 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).

  7. period ended2024-12-31
    13F 13,693 shares
    Change vs previous 13F +490 shares

    0.41% of the 13F portfolio, value $1,414,738.

    13F-HR 0001877090-25-000002 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).

  8. period ended2024-09-30
    13F 13,203 shares
    Change vs previous 13F not available

    0.46% of the 13F portfolio, value $1,457,267.

    13F-HR 0001877090-24-000008 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).