Centerpoint Advisors, LLC

Business address
175 Highland Ave Suite 302, Needham, MA, 02494
Top securities (13F)
IVV, QUAL, IWB, IJH, IJR, IVW, MSFT, AAPL, IVE, GOOG, IJK, IJT, GOOGL, IJJ, IEFA, IJS, NVDA, SCHA, SCHM, and ITOT
State of incorporation
MA
Fiscal year end
31 December
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Centerpoint Advisors, LLC has filed 33 SEC EDGAR filings since 14 Mar 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 06 Nov 2025 30 Sep 2025 028-18687
13F-HR Open Document Open Filing 01 Aug 2025 30 Jun 2025 028-18687
13F-HR Open Document Open Filing 13 May 2025 31 Mar 2025 028-18687
13F-HR Open Document Open Filing 31 Jan 2025 31 Dec 2024 028-18687
13F-HR Open Document Open Filing 15 Oct 2024 30 Sep 2024 028-18687
N-PX Open Document Open Filing 19 Sep 2024 30 Jun 2024 028-18687
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-18687
13F-HR Open Document Open Filing 02 May 2024 31 Mar 2024 028-18687
13F-HR Open Document Open Filing 16 Jan 2024 31 Dec 2023 028-18687
13F-HR Open Document Open Filing 01 Nov 2023 30 Sep 2023 028-18687
13F-HR Open Document Open Filing 17 Jul 2023 30 Jun 2023 028-18687
13F-HR Open Document Open Filing 03 May 2023 31 Mar 2023 028-18687
13F-HR Open Document Open Filing 24 Jan 2023 31 Dec 2022 028-18687
13F-HR Open Document Open Filing 13 Oct 2022 30 Sep 2022 028-18687
13F-HR Open Document Open Filing 18 Jul 2022 30 Jun 2022 028-18687
13F-HR Open Document Open Filing 27 Apr 2022 31 Mar 2022 028-18687
13F-HR Open Document Open Filing 14 Jan 2022 31 Dec 2021 028-18687
13F-HR Open Document Open Filing 25 Oct 2021 30 Sep 2021 028-18687
13F-HR Open Document Open Filing 26 Jul 2021 30 Jun 2021 028-18687
13F-HR Open Document Open Filing 23 Apr 2021 31 Mar 2021 028-18687
13F-HR Open Document Open Filing 22 Jan 2021 31 Dec 2020 028-18687
13F-HR Open Document Open Filing 13 Oct 2020 30 Sep 2020 028-18687
13F-HR Open Document Open Filing 31 Jul 2020 30 Jun 2020 028-18687
13F-HR Open Document Open Filing 23 Apr 2020 31 Mar 2020 028-18687
13F-HR Open Document Open Filing 14 Jan 2020 31 Dec 2019 028-18687
13F-HR Open Document Open Filing 21 Oct 2019 30 Sep 2019 028-18687
13F-HR Open Document Open Filing 17 Jul 2019 30 Jun 2019 028-18687
13F-HR Open Document Open Filing 25 Apr 2019 31 Mar 2019 028-18687
13F-HR Open Document Open Filing 05 Feb 2019 31 Dec 2018 028-18687
13F-HR Open Document Open Filing 08 Nov 2018 30 Sep 2018 028-18687
13F-HR Open Document Open Filing 13 Aug 2018 30 Jun 2018 028-18687
13F-HR Open Document Open Filing 09 May 2018 31 Mar 2018 028-18687
13F-HR Open Document Open Filing 14 Mar 2018 31 Dec 2017 028-18687