Stone Point Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for Stone Point Wealth going back to Feb. 10, 2022
- Stone Summit Wealth 2026 Q1 - filed April 23, 2026 - new!
- Stone Summit Wealth 2025 Q4 - filed Jan. 27, 2026
- Stone Summit Wealth 2025 Q3 - filed Oct. 22, 2025
- Stone Summit Wealth 2025 Q2 - filed July 17, 2025
- Stone Summit Wealth 2025 Q1 - filed April 24, 2025
- Stone Summit Wealth 2024 Q4 - filed Jan. 28, 2025
- Stone Point Wealth 2024 Q3 - filed Oct. 31, 2024
- Stone Point Wealth 2024 Q2 - filed July 30, 2024
- Stone Point Wealth 2024 Q1 - filed May 1, 2024
- Stone Point Wealth 2023 Q4 - filed Jan. 26, 2024
- Stone Point Wealth 2023 Q3 - filed Oct. 25, 2023
- Stone Point Wealth 2023 Q2 - filed July 25, 2023
- Stone Point Wealth 2023 Q1 - filed April 20, 2023
- Stone Point Wealth 2022 Q4 - filed Jan. 20, 2023
- Stone Point Wealth 2022 Q3 - filed Nov. 3, 2022
- Stone Point Wealth 2022 Q2 - filed July 19, 2022
- Stone Point Wealth 2022 Q1 - filed April 29, 2022
- Stone Point Wealth 2021 Q4 - filed Feb. 10, 2022