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Twelve Points Wealth Management LLC: FINS position timeline

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

Twelve Points Wealth Management LLC held 77,263 FINS 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 77,263 shares
    Change vs previous 13F -1,887 shares

    0.2% of the 13F portfolio, value $988,966.

    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 79,150 shares
    Change vs previous 13F +7,626 shares

    0.22% of the 13F portfolio, value $1,009,163.

    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 71,524 shares
    Change vs previous 13F -14,288 shares

    0.21% of the 13F portfolio, value $942,973.

    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 85,812 shares
    Change vs previous 13F -414 shares

    0.28% of the 13F portfolio, value $1,124,995.

    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 86,226 shares
    Change vs previous 13F -308 shares

    0.3% of the 13F portfolio, value $1,119,213.

    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 86,534 shares
    Change vs previous 13F -867 shares

    0.32% of the 13F portfolio, value $1,166,478.

    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 87,401 shares
    Change vs previous 13F -9,345 shares

    0.32% of the 13F portfolio, value $1,109,993.

    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 96,746 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,278,982.

    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).