Skip to content
Disclosery

WealthPoint Financial, LLC: PM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPoint Financial, LLC on PM, newest first. How the timeline and the estimate are built.

WealthPoint Financial, LLC held 2,579 PM shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,579 shares
    Change vs previous 13F +92 shares

    0.34% of the 13F portfolio, value $466,512.

    13F-HR 0002040860-26-000004 filed by WealthPoint Financial, 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/A 2,487 shares
    Change vs previous 13F +557 shares

    0.34% of the 13F portfolio, value $411,252.

    13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, 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 1,930 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $309,581.

    13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).