DecisionPoint Financial, LLC

13F Filings History

Latest 13F report
Q3 2024 - Oct 29, 2024
Value $
$316M
Signature - Title
CJ Harrison - Partner & Chief Compliance Officer
Location
Mesa, AZ
Summary
This page shows a list of all the recent 13F filings made by DecisionPoint Financial, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. DecisionPoint Financial, LLC reported 241 stock holdings with total value $316M as of Q3 2024. Top holdings included DFAC, VCIT, DFCF, DFIC, and HOMB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 241 $316M +$12M -$1.82M +$10.2M DFAC, VCIT, DFCF, DFIC, HOMB 13F-HR 10/28/2024, 06:48 PM
Q2 2024 240 $298M +$31.8M -$2.9M +$28.9M DFAC, VCIT, HOMB, DFCF, DFAI 13F-HR 8/9/2024, 03:17 PM
Q1 2024 275 $251M +$20.3M -$2.88M +$17.4M DFAC, VCIT, HOMB, DFAI, DFCF 13F-HR 4/30/2024, 03:05 PM
Q4 2023 210 $233M +$22.9M -$1.94M +$21M DFAC, VCIT, HOMB, DFAI, DFCF 13F-HR 1/30/2024, 09:51 PM
Q3 2023 243 $191M +$11.2M -$2.79M +$8.43M DFAC, VCIT, HOMB, DFAI, DFCF 13F-HR 10/26/2023, 02:17 PM
Q2 2023 197 $192M +$18.4M -$4.3M +$14.1M DFAC, VCIT, HOMB, DFAI, DFCF 13F-HR 9/26/2023, 01:53 PM
Q1 2023 197 $173M +$10.1M -$5.95M +$4.15M DFAC, VCIT, HOMB, DFAI, DFCF 13F-HR 9/26/2023, 01:43 PM
Q4 2022 200 $165M $0 $0 DFAC, HOMB, VCIT, DFCF, DFAI 13F-HR 9/26/2023, 01:35 PM