WealthPoint Financial, LLC: SPLB position timeline

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

WealthPoint Financial, LLC held 12,943 SPLB shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

period ended2026-06-30
13F 12,943 shares
Change vs previous 13F -920 shares
0.21% of the 13F portfolio, value $289,923.
13F-HR 0002040860-26-000004 filed by WealthPoint Financial, LLC
Filed 2026-08-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F/A 13,863 shares
Change vs previous 13F not available
0.26% of the 13F portfolio, value $308,036.
13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, LLC
Filed 2026-06-26 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).