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Twelve Points Wealth Management LLC: FPE position timeline

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

Twelve Points Wealth Management LLC held 775,066 FPE 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 775,066 shares
    Change vs previous 13F +106,206 shares

    2.78% of the 13F portfolio, value $13,858,181.

    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 668,860 shares
    Change vs previous 13F +98,165 shares

    2.61% of the 13F portfolio, value $11,872,268.

    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 570,695 shares
    Change vs previous 13F +50,111 shares

    2.35% of the 13F portfolio, value $10,455,135.

    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 520,584 shares
    Change vs previous 13F +32,973 shares

    2.37% of the 13F portfolio, value $9,495,451.

    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 487,611 shares
    Change vs previous 13F +21,904 shares

    2.34% of the 13F portfolio, value $8,679,469.

    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 465,707 shares
    Change vs previous 13F +15,127 shares

    2.22% of the 13F portfolio, value $8,191,788.

    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 450,580 shares
    Change vs previous 13F +46,973 shares

    2.29% of the 13F portfolio, value $7,975,272.

    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 403,607 shares
    Change vs previous 13F not available

    2.3% of the 13F portfolio, value $7,305,285.

    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).