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Disclosery

WealthPoint Financial, LLC: SPY position timeline

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

WealthPoint Financial, LLC held 4,549 SPY 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 4,549 shares
    Change vs previous 13F +556 shares

    2.48% of the 13F portfolio, value $3,397,057.

    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 3,993 shares
    Change vs previous 13F -30 shares

    2.17% of the 13F portfolio, value $2,596,808.

    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 4,023 shares
    Change vs previous 13F not available

    2.39% of the 13F portfolio, value $2,743,364.

    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).