Entity Type
Company
- Info
- Portfolio
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Lake Point Wealth Management SEC EDGAR Filings
SEC filings, ownership reports, and insider transactions for CIK 0001768068.
Total Filings
12
Latest Filing
19 Jul 2022
Industry
n/a
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- Business address
- 1 Horizon Court, Suite A, Rockwall, TX, 75032
- Top securities (13F)
- IHDG, VO, VOO, DFAC, TDTF, BSV, IAU, JPST, SCZ, DFUV, SPY, IVV, VEA, BOND, PG, BNDW, QLS, AAPL, HYLV, and BRKA
- State of incorporation
- TX
- Fiscal year end
- 31 December
Quick Takeaways
- Lake Point Wealth Management is an SEC filer tracked under CIK 0001768068.
- 12 filings are listed on this profile.
- Common form coverage includes 13F-HR, 13F-HR/A.
What Changed
- Latest filing: 13F-HR filed on 19 Jul 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.
Official SEC Source
Filer Overview
Lake Point Wealth Management has filed 12 SEC EDGAR filings since 21 Feb 2019. Common forms include 13F-HR, 13F-HR/A.
Latest Filings
Recent SEC filings for Lake 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 | 19 Jul 2022 | 30 Jun 2022 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 17 May 2022 | 31 Mar 2022 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 23 Feb 2022 | 31 Dec 2021 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Oct 2021 | 30 Sep 2021 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 04 Aug 2021 | 30 Jun 2021 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 18 May 2020 | 31 Mar 2020 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 13 Feb 2020 | 31 Dec 2019 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 07 Aug 2019 | 30 Jun 2019 | 028-19428 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 07 Aug 2019 | 31 Mar 2019 | 028-19428 | |
| 13F-HR/A | Open 13F-HR/A document | View SEC filing for 13F-HR/A | 07 Aug 2019 | 31 Dec 2018 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 03 Jun 2019 | 31 Mar 2019 | 028-19428 | |
| 13F-HR | Open 13F-HR document | View SEC filing for 13F-HR | 21 Feb 2019 | 31 Dec 2018 | 028-19428 |
About this filer
Lake Point Wealth Management files with the SEC under CIK 0001768068. 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.