Twelve Points Wealth Management
Latest statistics and disclosures from Twelve Points Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BIL, FLTR, IOO, ASA, SRLN, and represent 27.54% of Twelve Points Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: FLTR (+$6.4M), SRLN (+$6.2M), IOO (+$5.6M), SHYG (+$5.4M), LQDH (+$5.3M), SPXX (+$5.2M), DGRO, FPE, TXUE, VTIP.
- Started 16 new stock positions in SOUN, TXUE, Definium Therape, SPXX, RPD, EFA, JOBY, AKAM, ANET, AI. JBSS, PCMM, IBIT, TPZ, BSOL, MBLY.
- Reduced shares in these 10 stocks: BIL (-$12M), ASA (-$8.9M), , SGOV, SHV, GLD, HI, SLV, FLUT, GDXJ.
- Sold out of its positions in AMP, CTAS, HI, HUBS, IDXX, INTU, IVW, IWM, MNMD, BXMX. GDXJ, FLUT.
- Twelve Points Wealth Management was a net buyer of stock by $15M.
- Twelve Points Wealth Management has $455M in assets under management (AUM), dropping by 2.33%.
- Central Index Key (CIK): 0001877090
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Portfolio Holdings for Twelve Points Wealth Management
Twelve Points Wealth Management holds 200 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (BIL) | 8.9 | $40M | -23% | 441k | 91.64 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 5.6 | $26M | +33% | 1.0M | 25.48 |
|
| Ishares Tr Global 100 Etf (IOO) | 5.4 | $24M | +29% | 201k | 120.97 |
|
| Asa Gold And Precious Mtls L SHS (ASA) | 4.3 | $20M | -31% | 317k | 62.03 |
|
| Ssga Active Etf Tr State Street Bla (SRLN) | 3.3 | $15M | +69% | 379k | 40.14 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 3.3 | $15M | -14% | 147k | 100.66 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.0 | $13M | +9% | 269k | 49.95 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 2.8 | $13M | +2% | 171k | 75.10 |
|
| Ishares Tr Core Div Grwth (DGRO) | 2.6 | $12M | +26% | 170k | 70.18 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 2.6 | $12M | +17% | 669k | 17.75 |
|
| Ishares Tr Trust Ishare 0-1 (SHV) | 2.5 | $12M | -16% | 104k | 110.39 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 2.4 | $11M | +97% | 258k | 42.31 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 2.3 | $11M | +104% | 113k | 92.34 |
|
| Ishares Silver Tr Ishares (SLV) | 2.1 | $9.4M | -4% | 138k | 68.14 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.9 | $8.5M | +13% | 58k | 145.79 |
|
| Doubleline Opportunistic Cr (DBL) | 1.2 | $5.3M | +5% | 364k | 14.60 |
|
| Nuveen Equity Premium and Growth Fund (SPXX) | 1.2 | $5.2M | NEW | 326k | 16.07 |
|
| Apple (AAPL) | 1.0 | $4.7M | +4% | 19k | 253.79 |
|
| JPMorgan Chase & Co. (JPM) | 1.0 | $4.5M | +4% | 15k | 294.15 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.0 | $4.5M | -33% | 10k | 430.29 |
|
| Spdr Series Trust State Street Spd (PSK) | 0.9 | $4.1M | +15% | 134k | 30.84 |
|
| Exxon Mobil Corporation (XOM) | 0.9 | $4.1M | -2% | 24k | 169.66 |
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.9 | $4.0M | +9% | 130k | 31.01 |
|
| Jabil Circuit (JBL) | 0.8 | $3.8M | -4% | 14k | 265.63 |
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.8 | $3.8M | 69k | 54.81 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.8 | $3.6M | 5.00 | 718140.00 |
|
|
| Franklin Resources (BEN) | 0.8 | $3.5M | 149k | 23.62 |
|
|
| Ishares Gold Tr Ishares New (IAU) | 0.8 | $3.5M | +4% | 39k | 88.16 |
|
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.7 | $3.3M | +46% | 57k | 57.94 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.7 | $3.1M | 4.8k | 653.24 |
|
|
| First Tr Exchange-traded Dj Glbl Divid (FGD) | 0.7 | $3.0M | 93k | 31.93 |
|
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.7 | $3.0M | +9% | 82k | 36.39 |
|
| Oneok (OKE) | 0.6 | $3.0M | +6% | 33k | 90.39 |
|
| EOG Resources (EOG) | 0.6 | $2.9M | +17% | 20k | 144.57 |
|
| Cisco Systems (CSCO) | 0.6 | $2.9M | 37k | 77.59 |
|
|
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.6 | $2.8M | 50k | 56.96 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $2.8M | 12k | 244.43 |
|
|
| Spdr Series Trust State Street Spd (SPTM) | 0.6 | $2.8M | +21% | 35k | 79.06 |
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.6 | $2.6M | +28% | 104k | 25.14 |
|
| BorgWarner (BWA) | 0.5 | $2.5M | -5% | 46k | 54.26 |
|
| Belden (BDC) | 0.5 | $2.3M | -2% | 20k | 114.83 |
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.5 | $2.3M | +16% | 75k | 30.15 |
|
| Microsoft Corporation (MSFT) | 0.5 | $2.2M | +18% | 6.1k | 370.16 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $2.2M | +13% | 7.8k | 287.56 |
|
| Freeport Mcmoran CL B (FCX) | 0.5 | $2.1M | -10% | 36k | 58.78 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.5 | $2.1M | +9% | 62k | 34.12 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.4 | $1.9M | 41k | 46.74 |
|
|
| Texas Instruments Incorporated (TXN) | 0.4 | $1.8M | +9% | 9.5k | 194.14 |
|
| Pepsi (PEP) | 0.4 | $1.8M | 12k | 155.30 |
|
|
| Chemours (CC) | 0.4 | $1.7M | +3% | 76k | 22.03 |
|
| Vishay Intertechnology (VSH) | 0.4 | $1.7M | -4% | 92k | 18.00 |
|
| Visa Com Cl A (V) | 0.4 | $1.6M | +2% | 5.4k | 302.23 |
|
| Merck & Co (MRK) | 0.4 | $1.6M | 13k | 120.29 |
|
|
| Spdr Series Trust State Street Spd (SLYG) | 0.3 | $1.6M | 16k | 96.62 |
|
|
| Crane Company Common Stock (CR) | 0.3 | $1.5M | 8.9k | 171.01 |
|
|
| Qualcomm (QCOM) | 0.3 | $1.5M | +5% | 11k | 128.78 |
|
| Ssga Active Etf Tr State Street Mul (RLY) | 0.3 | $1.5M | +3% | 41k | 36.15 |
|
| Greif Cl A (GEF) | 0.3 | $1.5M | +4% | 22k | 67.07 |
|
| Skyworks Solutions (SWKS) | 0.3 | $1.4M | +19% | 27k | 53.55 |
|
| Huntsman Corporation (HUN) | 0.3 | $1.4M | +31% | 109k | 13.31 |
|
| Atkore Intl (ATKR) | 0.3 | $1.4M | +13% | 25k | 58.91 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.3 | $1.4M | -4% | 4.5k | 320.81 |
|
| Thornburg Etf Tr Intl Equity Etf (TXUE) | 0.3 | $1.4M | NEW | 45k | 32.19 |
|
| Ishares Tr Asia 50 Etf (AIA) | 0.3 | $1.4M | 14k | 106.15 |
|
|
| Cleveland-cliffs (CLF) | 0.3 | $1.4M | +12% | 169k | 8.45 |
|
| Paccar (PCAR) | 0.3 | $1.4M | -3% | 12k | 115.50 |
|
| C H Robinson Worldwide In Com New (CHRW) | 0.3 | $1.4M | -12% | 8.5k | 166.08 |
|
| International Business Machines (IBM) | 0.3 | $1.4M | -4% | 5.8k | 242.41 |
|
| Harley-Davidson (HOG) | 0.3 | $1.4M | +55% | 69k | 20.22 |
|
| First Tr Exchange-traded Mngd Futrs Strgy (FMF) | 0.3 | $1.4M | +13% | 28k | 50.62 |
|
| American Express Company (AXP) | 0.3 | $1.4M | 4.6k | 302.48 |
|
|
| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.3 | $1.4M | 42k | 33.08 |
|
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $1.3M | +14% | 16k | 86.64 |
|
| Spdr Series Trust State Street Spd (MDYG) | 0.3 | $1.3M | -2% | 14k | 95.96 |
|
| Hf Sinclair Corp (DINO) | 0.3 | $1.3M | -3% | 21k | 62.39 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | -2% | 4.5k | 286.86 |
|
| Trinity Industries (TRN) | 0.3 | $1.3M | 40k | 32.18 |
|
|
| Emerson Electric (EMR) | 0.3 | $1.3M | 9.6k | 131.02 |
|
|
| Cummins (CMI) | 0.3 | $1.3M | -7% | 2.3k | 538.04 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.2M | 19k | 64.08 |
|
|
| Target Corporation (TGT) | 0.3 | $1.2M | -7% | 9.7k | 121.20 |
|
| Cognizant Technology Solutio Cl A (CTSH) | 0.3 | $1.1M | +93% | 19k | 61.35 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.3 | $1.1M | 11k | 107.39 |
|
|
| Dxc Technology (DXC) | 0.2 | $1.1M | +41% | 89k | 12.57 |
|
| Spdr Series Trust State Street Spd (SPYG) | 0.2 | $1.1M | -2% | 12k | 97.91 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.1M | +5% | 5.8k | 192.91 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.2 | $1.1M | +2% | 5.7k | 191.92 |
|
| Abbvie (ABBV) | 0.2 | $1.1M | 5.0k | 217.47 |
|
|
| Amgen (AMGN) | 0.2 | $1.1M | +20% | 3.0k | 351.85 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $1.1M | +4% | 2.2k | 479.20 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.2 | $1.0M | 42k | 25.10 |
|
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $1.0M | +2% | 6.6k | 155.10 |
|
| Angel Oak Finl Strategies In Com Ben Int (FINS) | 0.2 | $1.0M | +10% | 79k | 12.75 |
|
| Merchants Bancorp Ind (MBIN) | 0.2 | $983k | -4% | 23k | 42.91 |
|
| Ishares Tr Core Univrsl Usd (IUSB) | 0.2 | $951k | 21k | 46.19 |
|
|
| Ishares Tr Core Msci Intl (IDEV) | 0.2 | $930k | 11k | 83.57 |
|
|
| Microchip Technology (MCHP) | 0.2 | $922k | 14k | 64.61 |
|
|
| Starbucks Corporation (SBUX) | 0.2 | $908k | +16% | 10k | 89.59 |
|
| Magna Intl Inc cl a (MGA) | 0.2 | $906k | -6% | 16k | 55.81 |
|
| Acuity Brands (AYI) | 0.2 | $901k | 3.2k | 280.23 |
|
|
| Kroger (KR) | 0.2 | $885k | +8% | 12k | 72.36 |
|
| W.W. Grainger (GWW) | 0.2 | $866k | -4% | 794.00 | 1091.05 |
|
| Eli Lilly & Co. (LLY) | 0.2 | $851k | 925.00 | 919.77 |
|
|
| Msc Indl Direct Cl A (MSM) | 0.2 | $829k | -5% | 9.0k | 92.27 |
|
| McDonald's Corporation (MCD) | 0.2 | $823k | 2.6k | 310.75 |
|
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.2 | $823k | 6.6k | 124.31 |
|
|
| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $807k | +16% | 12k | 70.36 |
|
| Snap-on Incorporated (SNA) | 0.2 | $785k | -3% | 2.2k | 363.26 |
|
| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.2 | $749k | -26% | 9.3k | 80.56 |
|
| Ishares Tr Global Reit Etf (REET) | 0.2 | $745k | +6% | 30k | 25.15 |
|
| Ishares Core Msci Emkt (IEMG) | 0.2 | $737k | 11k | 69.75 |
|
|
| Amazon (AMZN) | 0.2 | $734k | +5% | 3.5k | 208.28 |
|
| Citigroup Com New (C) | 0.2 | $724k | 6.4k | 113.42 |
|
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $720k | -2% | 11k | 67.53 |
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.2 | $695k | -7% | 38k | 18.49 |
|
| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $691k | 11k | 66.00 |
|
|
| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $687k | 7.4k | 92.74 |
|
|
| UnitedHealth (UNH) | 0.1 | $669k | +8% | 2.5k | 270.58 |
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| Choice Hotels International (CHH) | 0.1 | $642k | 6.2k | 103.50 |
|
|
| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $639k | +21% | 17k | 36.81 |
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| Virtus Convertible & Inc Com New (NCZ) | 0.1 | $635k | +20% | 47k | 13.41 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.1 | $620k | 21k | 29.13 |
|
|
| Danaher Corporation (DHR) | 0.1 | $581k | +20% | 3.1k | 189.60 |
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| Automatic Data Processing (ADP) | 0.1 | $574k | 2.8k | 203.18 |
|
|
| Corning Incorporated (GLW) | 0.1 | $569k | 4.2k | 135.97 |
|
|
| Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) | 0.1 | $547k | 4.2k | 129.97 |
|
|
| Gilead Sciences (GILD) | 0.1 | $528k | -7% | 3.8k | 139.36 |
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| Farmers Natl Banc Corp (FMNB) | 0.1 | $523k | 40k | 13.16 |
|
|
| 3M Company (MMM) | 0.1 | $520k | 3.6k | 145.24 |
|
|
| Abbott Laboratories (ABT) | 0.1 | $507k | 4.9k | 102.67 |
|
|
| Celanese Corporation (CE) | 0.1 | $497k | +3% | 7.5k | 65.77 |
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| East West Ban (EWBC) | 0.1 | $491k | -5% | 4.6k | 106.76 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $476k | 23k | 20.70 |
|
|
| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.1 | $476k | 3.8k | 124.42 |
|
|
| Aon Shs Cl A (AON) | 0.1 | $468k | -2% | 1.5k | 322.75 |
|
| Avery Dennison Corporation (AVY) | 0.1 | $466k | -2% | 2.7k | 172.69 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.1 | $456k | +60% | 700.00 | 650.65 |
|
| T. Rowe Price (TROW) | 0.1 | $437k | +17% | 4.8k | 90.15 |
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| MercadoLibre (MELI) | 0.1 | $431k | -3% | 249.00 | 1729.02 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $412k | +57% | 28k | 15.00 |
|
| Walt Disney Company (DIS) | 0.1 | $403k | +27% | 4.2k | 96.38 |
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| At&t (T) | 0.1 | $400k | 14k | 28.99 |
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|
| Unilever Spon Adr New (UL) | 0.1 | $396k | 6.9k | 56.97 |
|
|
| Advent Claymore Convertible Sec & Inc (AVK) | 0.1 | $388k | 35k | 11.16 |
|
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.1 | $387k | +21% | 5.0k | 78.03 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $386k | +9% | 4.4k | 88.49 |
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| FirstEnergy (FE) | 0.1 | $384k | -5% | 7.6k | 50.66 |
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| Spdr Series Trust State Street Spd (SPYV) | 0.1 | $362k | 6.4k | 56.58 |
|
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $358k | 4.0k | 90.52 |
|
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $358k | 14k | 24.75 |
|
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| Spdr Series Trust State Street Spd (SPLB) | 0.1 | $352k | 16k | 22.22 |
|
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| Eastern Bankshares (EBC) | 0.1 | $352k | 18k | 19.56 |
|
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| PPL Corporation (PPL) | 0.1 | $344k | -2% | 9.0k | 38.20 |
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| NVIDIA Corporation (NVDA) | 0.1 | $339k | +38% | 1.9k | 174.38 |
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $329k | 3.6k | 91.77 |
|
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| Lowe's Companies (LOW) | 0.1 | $326k | +46% | 1.4k | 236.28 |
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| Advanced Energy Industries (AEIS) | 0.1 | $319k | -4% | 989.00 | 322.71 |
|
| Bondbloxx Etf Trust Bondbloxx Privat (PCMM) | 0.1 | $311k | NEW | 6.3k | 49.17 |
|
| Carrier Global Corporation (CARR) | 0.1 | $305k | 5.4k | 56.31 |
|
|
| Vanguard World Energy Etf (VDE) | 0.1 | $302k | 1.7k | 173.04 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $301k | -9% | 2.0k | 148.10 |
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| Pfizer (PFE) | 0.1 | $297k | 11k | 28.08 |
|
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| Broadcom (AVGO) | 0.1 | $288k | +2% | 930.00 | 309.51 |
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| Macerich Company (MAC) | 0.1 | $286k | 15k | 18.90 |
|
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $283k | 5.6k | 50.61 |
|
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $280k | 3.8k | 73.64 |
|
|
| Exchange Traded Concepts Tru Robo Glb Artif (THNQ) | 0.1 | $279k | +49% | 4.7k | 59.01 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $278k | 481.00 | 576.89 |
|
|
| Global X Fds Artificial Etf (AIQ) | 0.1 | $275k | +49% | 5.9k | 46.67 |
|
| Fastly Cl A (FSLY) | 0.1 | $275k | -22% | 9.5k | 29.06 |
|
| Meta Platforms Cl A (META) | 0.1 | $270k | -10% | 472.00 | 572.17 |
|
| Wal-Mart Stores (WMT) | 0.1 | $253k | 2.0k | 124.28 |
|
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $253k | 2.9k | 88.71 |
|
|
| Silver Spike Investment Corp (LIEN) | 0.1 | $245k | 26k | 9.34 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $243k | 2.0k | 119.51 |
|
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| Home Depot (HD) | 0.1 | $243k | +15% | 738.00 | 328.73 |
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| Akamai Technologies (AKAM) | 0.1 | $239k | NEW | 2.1k | 114.85 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $237k | +25% | 1.6k | 146.28 |
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| Definium Therapeutics Com Shs | 0.1 | $231k | NEW | 12k | 18.90 |
|
| Arista Networks Com Shs (ANET) | 0.1 | $231k | NEW | 1.9k | 122.78 |
|
| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $230k | 1.6k | 144.71 |
|
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.1 | $229k | NEW | 2.4k | 97.13 |
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| Lam Research Corp Com New (LRCX) | 0.0 | $222k | 1.0k | 213.66 |
|
|
| Bitwise Solana Staking Etf Com Shs Of Benef (BSOL) | 0.0 | $217k | NEW | 20k | 11.05 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.0 | $216k | NEW | 5.6k | 38.42 |
|
| Bank of America Corporation (BAC) | 0.0 | $215k | 4.4k | 48.75 |
|
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| John B. Sanfilippo & Son (JBSS) | 0.0 | $213k | NEW | 2.7k | 79.33 |
|
| Tortoise Capital Series Trus Electrification (TPZ) | 0.0 | $208k | NEW | 9.5k | 21.88 |
|
| TJX Companies (TJX) | 0.0 | $208k | -2% | 1.3k | 159.72 |
|
| Paramount Skydance Corp Com Cl B (PSKY) | 0.0 | $179k | 20k | 9.02 |
|
|
| Eaton Vance Mun Income Tr Sh Ben Int (EVN) | 0.0 | $166k | 16k | 10.41 |
|
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $112k | NEW | 14k | 8.26 |
|
| Archer Aviation Com Cl A (ACHR) | 0.0 | $106k | +51% | 21k | 5.17 |
|
| C3 Ai Cl A (AI) | 0.0 | $90k | NEW | 11k | 8.42 |
|
| Kronos Worldwide (KRO) | 0.0 | $89k | +10% | 14k | 6.57 |
|
| Mobileye Global Common Class A (MBLY) | 0.0 | $88k | NEW | 13k | 6.87 |
|
| Sera Prognostics Class A Com (SERA) | 0.0 | $88k | 43k | 2.03 |
|
|
| Rapid7 (RPD) | 0.0 | $77k | NEW | 14k | 5.51 |
|
| Soundhound Ai Class A Com (SOUN) | 0.0 | $76k | NEW | 11k | 6.87 |
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $45k | 10k | 4.42 |
|
Past Filings by Twelve Points Wealth Management
SEC 13F filings are viewable for Twelve Points Wealth Management going back to 2021
- Twelve Points Wealth Management 2026 Q1 filed April 14, 2026
- Twelve Points Wealth Management 2025 Q4 filed Jan. 23, 2026
- Twelve Points Wealth Management 2025 Q3 filed Oct. 22, 2025
- Twelve Points Wealth Management 2025 Q2 filed July 16, 2025
- Twelve Points Wealth Management 2025 Q1 filed April 30, 2025
- Twelve Points Wealth Management 2024 Q4 filed Jan. 23, 2025
- Twelve Points Wealth Management 2024 Q3 filed Oct. 16, 2024
- Twelve Points Wealth Management 2024 Q2 filed July 12, 2024
- Twelve Points Wealth Management 2024 Q1 filed April 15, 2024
- Twelve Points Wealth Management 2023 Q4 filed Jan. 12, 2024
- Twelve Points Wealth Management 2023 Q3 filed Oct. 18, 2023
- Twelve Points Wealth Management 2023 Q2 filed July 13, 2023
- Twelve Points Wealth Management 2023 Q1 filed April 18, 2023
- Twelve Points Wealth Management 2022 Q4 filed Jan. 17, 2023
- Twelve Points Wealth Management 2022 Q3 filed Oct. 20, 2022
- Twelve Points Wealth Management 2022 Q2 filed July 18, 2022