BLACK POINT WEALTH MANAGEMENT

13F Filings History

Latest 13F report: Q3 2024 - Oct 18, 2024
Value $: $86.3M
Signature - Title: Jonathan Harris - CCO
Location: Naples, FL
Summary: This page shows a list of all the recent 13F filings made by BLACK POINT WEALTH MANAGEMENT. Form 13F is required to be filed within 45 days of the end of a calendar quarter. BLACK POINT WEALTH MANAGEMENT reported 43 stock holdings with total value $86.3M as of Q3 2024. Top holdings included BRKB, MSFT, PHYS, BRKA, and DFAC.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	43	$86.3M	+$2.92M	-$17.4M	-$14.4M	BRKB, MSFT, PHYS, BRKA, DFAC	13F-HR	10/18/2024, 01:56 PM
Q2 2024	43	$96.5M	$0	$0		MSFT, BRKB, PHYS, BRKA, DFAC	13F-HR	8/9/2024, 12:44 PM