Filer Snapshot

Fieldpoint Private Securities, LLC SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001706170.

Entity Type

Company

Total Filings

22

Latest Filing

05 Aug 2022

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 05 Aug 2022 for CIK 0001706170.

View Source Filing
Business address
100 Field Point Road, Greenwich, CT, 06830
Top securities (13F)
AAPL, SPGI, SPY, IDV, MSFT, DVY, GLD, PFF, SHY, IWD, ABBV, BRKB, JNJ, IWF, UNH, ADP, LFUS, EEM, DON, and VIG
State of incorporation
CT
Fiscal year end
31 December

Quick Takeaways

  • Fieldpoint Private Securities, LLC is an SEC filer tracked under CIK 0001706170.
  • 22 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 05 Aug 2022.
  • Report period: 30 Jun 2022.

Why This Matters

  • You can quote filing dates and form types directly from the SEC record on this page.
  • Use this profile before deeper ownership or insider analysis to confirm filing history context.

Source Evidence

Source: SEC Form 13F

13F-HR filed on 05 Aug 2022 for CIK 0001706170.

View Source Filing

Return Loop

Why revisit this filer page

A newly filed 13F-HR can change the filing history, ownership context, or next research path for Fieldpoint Private Securities, LLC.

Latest source-backed update
13F-HR filed 05 Aug 2022
Why come back
Revisit after a new SEC filing appears to compare the updated record with prior filings.
  • Latest filing on record: 13F-HR filed 05 Aug 2022.
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Filer freshness comes from SEC EDGAR submission history and related source-backed ownership or portfolio filings when available.

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Latest update

What changed recently for Fieldpoint Private Securities, LLC

New filing available

Latest 13F period: Q2 2022. Open the source-backed page to inspect the fresh filing or facts context.

Update date

05 Aug 2022

Page type

Filer profile

Latest period

Q2 2022

Institutional portfolio context was refreshed from a 13F filing filed on 05 Aug 2022.

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Benchmark Context

Benchmark context for this company

Fieldpoint Private Securities, LLC has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

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Why this is notable

Latest 13F period: Q2 2022. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Fieldpoint Private Securities, LLC has filed 22 SEC EDGAR filings since 15 May 2017. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Fieldpoint Private Securities, LLC with direct links to document and filing folders.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 05 Aug 2022 30 Jun 2022 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Apr 2022 31 Mar 2022 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 24 Jan 2022 31 Dec 2021 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Nov 2021 30 Sep 2021 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 12 Aug 2021 30 Jun 2021 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Apr 2021 31 Mar 2021 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 28 Jan 2021 31 Dec 2020 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Oct 2020 30 Sep 2020 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2020 30 Jun 2020 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 May 2020 31 Mar 2020 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Feb 2020 31 Dec 2019 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Nov 2019 30 Sep 2019 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2019 30 Jun 2019 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 May 2019 31 Mar 2019 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 11 Feb 2019 31 Dec 2018 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2018 30 Sep 2018 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 06 Aug 2018 30 Jun 2018 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 08 May 2018 31 Mar 2018 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Feb 2018 31 Dec 2017 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 Nov 2017 30 Sep 2017 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2017 30 Jun 2017 028-18066
13F-HR Open 13F-HR document View SEC filing for 13F-HR 15 May 2017 31 Mar 2017 028-18066

About this filer

Fieldpoint Private Securities, LLC files with the SEC under CIK 0001706170. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.