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.

SEC EDGAR filings, ownership reports, and insider transactions for Oak Point Wealth Management.

Business address: 721 W. Centre, Portage, MI, 49024
Top securities (13F): ITOT, IVV, XMLV, SDY, IDV, VYM, FSK, SHM, URTH, LVHD, MUB, DLN, DEM, IUSB, ITM, XSLV, VO, TFI, GSLC, and USMV
State of incorporation: MI
Fiscal year end: 17 December

Oak Point Wealth Management has filed 2 SEC EDGAR filings since 09 Jan 2018

Recent SEC filings for Oak Point Wealth Management including 13F-HR.

Form type	Document	Filing	Description	Filing date	Reporting date	File number(s)
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		30 Apr 2018	31 Mar 2018	028-18191
13F-HR	Open 13F-HR document	View SEC filing for 13F-HR		09 Jan 2018	31 Dec 2017	028-18191

Oak Point Wealth Management files with the SEC under CIK 0001709443. This page aggregates EDGAR filings and related ownership activity.

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.