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Disclosery

Twelve Points Wealth Management LLC: SWKS position timeline

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

Twelve Points Wealth Management LLC held 27,164 SWKS 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 27,164 shares
    Change vs previous 13F +139 shares

    0.37% of the 13F portfolio, value $1,841,715.

    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 27,025 shares
    Change vs previous 13F +4,454 shares

    0.32% of the 13F portfolio, value $1,447,174.

    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 22,571 shares
    Change vs previous 13F -13,739 shares

    0.31% of the 13F portfolio, value $1,358,099.

    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 36,310 shares
    Change vs previous 13F -1,825 shares

    0.7% of the 13F portfolio, value $2,795,109.

    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 38,135 shares
    Change vs previous 13F +351 shares

    0.76% of the 13F portfolio, value $2,841,834.

    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 37,784 shares
    Change vs previous 13F +9,211 shares

    0.66% of the 13F portfolio, value $2,441,968.

    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 28,573 shares
    Change vs previous 13F +11,820 shares

    0.73% of the 13F portfolio, value $2,533,888.

    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 16,753 shares
    Change vs previous 13F not available

    0.52% of the 13F portfolio, value $1,654,686.

    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).