Twelve Points Wealth Management LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 23, 2025
Value $
$348M
Signature - Title
Kimberly Van Winkle - Chief Compliance Officer
Location
Concord, MA
Summary
This page shows a list of all the recent 13F filings made by Twelve Points Wealth Management LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Twelve Points Wealth Management LLC reported 176 stock holdings with total value $348M as of Q4 2024. Top holdings included BIL, SGOV, FLTR, ASA, and RFG.
Holdings Value