WealthPoint Financial, LLC: XTEN position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WealthPoint Financial, LLC on XTEN, newest first. How the timeline and the estimate are built.
WealthPoint Financial, LLC held 38,263 XTEN shares at 2026-06-30 per its 13F-HR filed 2026-08-06.
the latest 13F is the newest step
- period ended2026-06-3013F 38,263 sharesChange vs previous 13F -16,864 shares
1.27% of the 13F portfolio, value $1,744,028.
13F-HR 0002040860-26-000004 filed by WealthPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F/A 55,127 sharesChange vs previous 13F +3,601 shares
2.12% of the 13F portfolio, value $2,528,124.
13F-HR/A 0002040860-26-000003 filed by WealthPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 51,526 sharesChange vs previous 13F not available
2.07% of the 13F portfolio, value $2,381,532.
13F-HR 0002040860-26-000001 filed by WealthPoint Financial, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).