DecisionPoint Financial, LLC SEC EDGAR Filings (CIK 0001938514)

SEC EDGAR filings, ownership reports, and insider transactions for DecisionPoint Financial, LLC.

Business address
2812 N. Norwalk, Suite 116, Mesa, AZ, 85215
Top securities (13F)
DFAC, VCIT, DFIC, DFAS, DFCF, DFAI, VNQ, HOMB, DFEM, VCSH, DCOR, DFAE, DFAR, SLQD, VTI, MSFT, AAPL, SCHI, VB, and SGOV
State of incorporation
AZ
Fiscal year end
31 December
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DecisionPoint Financial, LLC has filed 14 SEC EDGAR filings since 26 Sep 2023

Latest Filings

Recent SEC filings for DecisionPoint Financial, LLC including 13F-HR, N-PX.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 10 Nov 2025 30 Sep 2025 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 14 Aug 2025 30 Jun 2025 028-23389
N-PX Open N-PX document View SEC filing for N-PX 18 Jul 2025 30 Jun 2025 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 02 May 2025 31 Mar 2025 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Jan 2025 31 Dec 2024 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 29 Oct 2024 30 Sep 2024 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 09 Aug 2024 30 Jun 2024 028-23389
N-PX Open N-PX document View SEC filing for N-PX 11 Jul 2024 30 Jun 2024 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 30 Apr 2024 31 Mar 2024 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 31 Jan 2024 31 Dec 2023 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Oct 2023 30 Sep 2023 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Sep 2023 30 Jun 2023 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Sep 2023 31 Mar 2023 028-23389
13F-HR Open 13F-HR document View SEC filing for 13F-HR 26 Sep 2023 31 Dec 2022 028-23389

About this filer

DecisionPoint Financial, LLC files with the SEC under CIK 0001938514. 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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