Filer Snapshot

Oak Point Wealth Management SEC EDGAR Filings

SEC filings, ownership reports, and insider transactions for CIK 0001709443.

Entity Type

Company

Total Filings

2

Latest Filing

30 Apr 2018

Industry

n/a

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Source: SEC Form 13F

13F-HR filed on 30 Apr 2018 for CIK 0001709443.

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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

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Quick Takeaways

  • Oak Point Wealth Management is an SEC filer tracked under CIK 0001709443.
  • 2 filings are listed on this profile.
  • Common form coverage includes 13F-HR.

What Changed

  • Latest filing: 13F-HR filed on 30 Apr 2018.
  • Report period: 31 Mar 2018.

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 30 Apr 2018 for CIK 0001709443.

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 Oak Point Wealth Management.

Latest source-backed update
13F-HR filed 30 Apr 2018
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 30 Apr 2018.
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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 Oak Point Wealth Management

New filing available

Latest 13F period: Q1 2018. Open the source-backed page to inspect the fresh filing or facts context.

Update date

30 Apr 2018

Page type

Filer profile

Latest period

Q1 2018

Institutional portfolio context was refreshed from a 13F filing filed on 30 Apr 2018.

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Benchmark Context

Benchmark context for this company

Oak Point Wealth Management 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: Q1 2018. That gives you a fresh baseline before you compare this company with peers.

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Filer Overview

Oak Point Wealth Management has filed 2 SEC EDGAR filings since 09 Jan 2018. Common forms include 13F-HR.

Latest 13F filings

Latest Filings

Recent SEC filings for Oak Point Wealth Management 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 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

About this filer

Oak Point Wealth Management files with the SEC under CIK 0001709443. 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.

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