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, ASA, SGOV, FLTR, VEU, and represent 28.58% of Twelve Points Wealth Management's stock portfolio.
- Added to shares of these 10 stocks: IOO (+$6.8M), DGRO, SGOV, CAIE, FLTR, SPTM, TGT, IAU, MAGS, FMF.
- Started 12 new stock positions in TGT, GDX, FMF, LOW, ETHW, BITB, IDXX, LMT, CAIE, VBIL. WMT, PSKY.
- Reduced shares in these 10 stocks: BIL, SLV, IBM, LYB, RSP, INTC, ASA, QIS, VEU, CLF.
- Sold out of its positions in BGB, FICO, FIS, HONE, INTC, IWB, GII, QIS, MSTX, Walgreen Boots Alliance.
- Twelve Points Wealth Management was a net buyer of stock by $7.8M.
- Twelve Points Wealth Management has $401M in assets under management (AUM), dropping by 8.03%.
- Central Index Key (CIK): 0001877090
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Portfolio Holdings for Twelve Points Wealth Management
Twelve Points Wealth Management holds 191 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 12.1 | $48M | -3% | 528k | 91.75 |
|
| Asa Gold And Precious Mtls L SHS (ASA) | 5.5 | $22M | -4% | 479k | 45.80 |
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 4.3 | $17M | +19% | 172k | 100.70 |
|
| Vaneck Etf Trust Ig Floating Rate (FLTR) | 3.6 | $14M | +11% | 564k | 25.57 |
|
| Vanguard Intl Equity Index F Allwrld Ex Us (VEU) | 3.1 | $13M | -6% | 177k | 71.37 |
|
| Vanguard Malvern Fds Strm Infproidx (VTIP) | 3.0 | $12M | +9% | 236k | 50.63 |
|
| Ishares Tr Global 100 Etf (IOO) | 2.8 | $11M | +152% | 94k | 120.01 |
|
| First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE) | 2.4 | $9.5M | +6% | 521k | 18.24 |
|
| Ishares Tr Core Div Grwth (DGRO) | 1.8 | $7.1M | +115% | 104k | 68.08 |
|
| Ishares Silver Tr Ishares (SLV) | 1.7 | $6.9M | -20% | 163k | 42.37 |
|
| Vanguard Intl Equity Index F Ftse Smcap Etf (VSS) | 1.7 | $6.7M | 47k | 142.55 |
|
|
| Doubleline Opportunistic Cr (DBL) | 1.5 | $6.2M | 397k | 15.58 |
|
|
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 1.5 | $6.1M | +15% | 148k | 41.58 |
|
| Nuveen Equity Premium Income Fund (BXMX) | 1.5 | $6.1M | -2% | 423k | 14.44 |
|
| Spdr Gold Tr Gold Shs (GLD) | 1.4 | $5.7M | -3% | 16k | 355.47 |
|
| Spdr Series Trust Ice Pfd Sec Etf (PSK) | 1.3 | $5.0M | 152k | 33.07 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.2 | $4.8M | 15k | 315.43 |
|
|
| Apple (AAPL) | 1.1 | $4.5M | 18k | 254.63 |
|
|
| Franklin Resources (BEN) | 1.0 | $4.1M | 179k | 23.13 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.9 | $3.8M | 5.00 | 754200.00 |
|
|
| Jabil Circuit (JBL) | 0.9 | $3.7M | -8% | 17k | 217.17 |
|
| Artisan Partners Asset Mgmt Cl A (APAM) | 0.9 | $3.6M | 83k | 43.40 |
|
|
| Invesco Exchange Traded Fd T S&P MDCP400 PR (RFG) | 0.9 | $3.5M | 69k | 50.95 |
|
|
| EOG Resources (EOG) | 0.8 | $3.2M | 29k | 112.12 |
|
|
| First Tr Exchange Traded Dj Glbl Divid (FGD) | 0.8 | $3.1M | 109k | 28.75 |
|
|
| Exxon Mobil Corporation (XOM) | 0.8 | $3.1M | +4% | 28k | 112.75 |
|
| Cisco Systems (CSCO) | 0.8 | $3.1M | -3% | 45k | 68.42 |
|
| Texas Instruments Incorporated (TXN) | 0.8 | $3.0M | -4% | 17k | 183.73 |
|
| Oneok (OKE) | 0.7 | $2.9M | +11% | 40k | 72.97 |
|
| Skyworks Solutions (SWKS) | 0.7 | $2.8M | -4% | 36k | 76.98 |
|
| Microsoft Corporation (MSFT) | 0.7 | $2.8M | 5.3k | 517.93 |
|
|
| Belden (BDC) | 0.7 | $2.8M | -5% | 23k | 120.27 |
|
| Invesco Exchange Traded Fd T S&P SML600 GWT (RZG) | 0.7 | $2.7M | 50k | 54.47 |
|
|
| Harbor Etf Trust Harbor Commodity (HGER) | 0.7 | $2.6M | +33% | 102k | 25.80 |
|
| Ishares Gold Tr Ishares New (IAU) | 0.7 | $2.6M | +88% | 36k | 72.77 |
|
| BorgWarner (BWA) | 0.7 | $2.6M | -9% | 60k | 43.96 |
|
| Cleveland-cliffs (CLF) | 0.7 | $2.6M | -17% | 214k | 12.20 |
|
| Johnson & Johnson (JNJ) | 0.6 | $2.3M | -5% | 13k | 185.41 |
|
| Hillenbrand (HI) | 0.6 | $2.3M | -5% | 84k | 27.04 |
|
| Harley-Davidson (HOG) | 0.5 | $2.2M | -3% | 79k | 27.90 |
|
| International Business Machines (IBM) | 0.5 | $2.2M | -39% | 7.6k | 282.17 |
|
| Qualcomm (QCOM) | 0.5 | $2.1M | -4% | 13k | 166.36 |
|
| Atkore Intl (ATKR) | 0.5 | $2.1M | 33k | 62.74 |
|
|
| Greif Cl A (GEF) | 0.5 | $2.1M | -9% | 34k | 59.76 |
|
| Freeport-mcmoran CL B (FCX) | 0.5 | $2.1M | -7% | 52k | 39.22 |
|
| Vishay Intertechnology (VSH) | 0.5 | $2.0M | -3% | 133k | 15.30 |
|
| Calamos Etf Tr Autocallable Inc (CAIE) | 0.5 | $2.0M | NEW | 74k | 27.47 |
|
| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 0.5 | $2.0M | 42k | 47.72 |
|
|
| Crane Company Common Stock (CR) | 0.5 | $2.0M | -5% | 11k | 184.14 |
|
| Chemours (CC) | 0.5 | $2.0M | -13% | 124k | 15.84 |
|
| Exchange Traded Concepts Tru Emqq The Emergin (EMQQ) | 0.5 | $1.9M | 42k | 46.44 |
|
|
| Spdr Series Trust Portfoli S&p1500 (SPTM) | 0.5 | $1.9M | +197% | 24k | 80.65 |
|
| Pepsi (PEP) | 0.5 | $1.9M | -3% | 14k | 140.44 |
|
| New York Life Investments Et Nyli Hedge Multi (QAI) | 0.5 | $1.9M | -3% | 55k | 33.63 |
|
| Visa Com Cl A (V) | 0.5 | $1.8M | 5.3k | 341.37 |
|
|
| Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) | 0.4 | $1.7M | -6% | 63k | 27.31 |
|
| Emerson Electric (EMR) | 0.4 | $1.6M | -4% | 13k | 131.18 |
|
| Paccar (PCAR) | 0.4 | $1.6M | +2% | 17k | 98.32 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $1.6M | 6.6k | 243.10 |
|
|
| C H Robinson Worldwide Com New (CHRW) | 0.4 | $1.6M | -12% | 12k | 132.40 |
|
| Dxc Technology (DXC) | 0.4 | $1.6M | +3% | 116k | 13.63 |
|
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.4 | $1.6M | 17k | 94.31 |
|
|
| Trinity Industries (TRN) | 0.4 | $1.6M | -3% | 55k | 28.04 |
|
| Listed Fds Tr Roundhill Magnif (MAGS) | 0.4 | $1.5M | +372% | 24k | 64.86 |
|
| Huntsman Corporation (HUN) | 0.4 | $1.5M | +14% | 170k | 8.98 |
|
| American Express Company (AXP) | 0.4 | $1.5M | 4.6k | 332.16 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.4 | $1.5M | 4.6k | 328.17 |
|
|
| Merck & Co (MRK) | 0.4 | $1.5M | -4% | 18k | 83.93 |
|
| Hf Sinclair Corp (DINO) | 0.4 | $1.5M | -16% | 28k | 52.34 |
|
| Abbvie (ABBV) | 0.4 | $1.4M | -7% | 6.2k | 231.56 |
|
| Cummins (CMI) | 0.4 | $1.4M | -7% | 3.4k | 422.38 |
|
| Ishares Tr 0-5yr Hi Yl Cp (SHYG) | 0.3 | $1.4M | +115% | 32k | 43.30 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $1.4M | -44% | 7.2k | 189.70 |
|
| Spdr Series Trust S&P 400 MDCP GRW (MDYG) | 0.3 | $1.4M | 15k | 91.56 |
|
|
| Acuity Brands (AYI) | 0.3 | $1.3M | -9% | 3.9k | 344.40 |
|
| Ishares Tr Asia 50 Etf (AIA) | 0.3 | $1.3M | -2% | 14k | 94.60 |
|
| Ssga Active Etf Tr Mult Ass Rlrtn (RLY) | 0.3 | $1.3M | -17% | 42k | 30.88 |
|
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $1.3M | 5.3k | 243.55 |
|
|
| Levi Strauss & Co Cl A Com Stk (LEVI) | 0.3 | $1.3M | -17% | 55k | 23.30 |
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.3 | $1.3M | 12k | 104.51 |
|
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| Microchip Technology (MCHP) | 0.3 | $1.3M | -8% | 20k | 64.22 |
|
| Ishares U S Etf Tr Int Rt Hdg C B (LQDH) | 0.3 | $1.2M | +119% | 13k | 93.54 |
|
| Target Corporation (TGT) | 0.3 | $1.2M | NEW | 14k | 89.70 |
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| Magna Intl Inc cl a (MGA) | 0.3 | $1.2M | -16% | 26k | 47.38 |
|
| Msc Indl Direct Cl A (MSM) | 0.3 | $1.2M | -13% | 13k | 92.14 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.3 | $1.2M | -53% | 24k | 49.04 |
|
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $1.1M | -10% | 6.9k | 164.54 |
|
| Angel Oak Finl Strategies In Com Ben Int (FINS) | 0.3 | $1.1M | 86k | 13.11 |
|
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.3 | $1.1M | -4% | 19k | 59.92 |
|
| Merchants Bancorp Ind (MBIN) | 0.3 | $1.1M | -10% | 35k | 31.80 |
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| Invesco Exchange Traded Fd T S&p500 Pur Val (RPV) | 0.3 | $1.1M | -3% | 11k | 99.38 |
|
| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 0.3 | $1.1M | 43k | 25.71 |
|
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| UnitedHealth (UNH) | 0.3 | $1.1M | +7% | 3.2k | 345.32 |
|
| Ishares Tr Core Msci Total (IXUS) | 0.3 | $1.1M | +8% | 13k | 82.58 |
|
| Snap-on Incorporated (SNA) | 0.3 | $1.1M | -9% | 3.1k | 346.55 |
|
| First Tr Exchange-traded Mngd Futrs Strgy (FMF) | 0.3 | $1.0M | NEW | 22k | 48.70 |
|
| Kroger (KR) | 0.3 | $1.0M | -8% | 15k | 67.41 |
|
| McDonald's Corporation (MCD) | 0.3 | $1.0M | -7% | 3.4k | 303.86 |
|
| W.W. Grainger (GWW) | 0.3 | $1.0M | -9% | 1.1k | 953.11 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.0M | +7% | 2.0k | 502.74 |
|
| Starbucks Corporation (SBUX) | 0.2 | $969k | -5% | 12k | 84.60 |
|
| Farmers Natl Banc Corp (FMNB) | 0.2 | $956k | -13% | 66k | 14.41 |
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| Citigroup Com New (C) | 0.2 | $954k | -19% | 9.4k | 101.50 |
|
| Amgen (AMGN) | 0.2 | $938k | -7% | 3.3k | 282.20 |
|
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 0.2 | $882k | -9% | 8.8k | 99.95 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $865k | 1.3k | 669.33 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $862k | -12% | 5.2k | 167.33 |
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| Automatic Data Processing (ADP) | 0.2 | $859k | 2.9k | 293.50 |
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|
| Aon Shs Cl A (AON) | 0.2 | $852k | -11% | 2.4k | 356.62 |
|
| 3M Company (MMM) | 0.2 | $767k | -10% | 4.9k | 155.19 |
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| T. Rowe Price (TROW) | 0.2 | $759k | -14% | 7.4k | 102.63 |
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| East West Ban (EWBC) | 0.2 | $759k | -17% | 7.1k | 106.45 |
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| Avery Dennison Corporation (AVY) | 0.2 | $751k | -17% | 4.6k | 162.17 |
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| Amazon (AMZN) | 0.2 | $750k | +5% | 3.4k | 219.58 |
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| Ishares Tr U S Equity Factr (LRGF) | 0.2 | $723k | 11k | 69.08 |
|
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| Ishares Tr Msci Usa Min Vol (USMV) | 0.2 | $717k | 7.5k | 95.14 |
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| First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS) | 0.2 | $711k | -15% | 10k | 69.95 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 0.2 | $679k | 21k | 31.91 |
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| Ishares Tr Global Reit Etf (REET) | 0.2 | $668k | +29% | 26k | 25.56 |
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| Choice Hotels International (CHH) | 0.2 | $663k | 6.2k | 106.91 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.2 | $662k | 23k | 28.79 |
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| Celanese Corporation (CE) | 0.2 | $662k | 16k | 42.08 |
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| Abbott Laboratories (ABT) | 0.2 | $658k | 4.9k | 133.94 |
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| Virtus Convertible & Inc Com New (NCZ) | 0.2 | $648k | 47k | 13.68 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.2 | $646k | -17% | 9.6k | 67.07 |
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| Eli Lilly & Co. (LLY) | 0.2 | $625k | 819.00 | 763.00 |
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| FirstEnergy (FE) | 0.2 | $618k | -15% | 14k | 45.82 |
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| MercadoLibre (MELI) | 0.2 | $610k | -13% | 261.00 | 2336.94 |
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| Gilead Sciences (GILD) | 0.2 | $604k | -16% | 5.4k | 111.00 |
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| Invesco Exchange Traded Fd T S&P MDCP400 VL (RFV) | 0.1 | $575k | -13% | 4.5k | 128.27 |
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| PPL Corporation (PPL) | 0.1 | $571k | -15% | 15k | 37.16 |
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| Danaher Corporation (DHR) | 0.1 | $505k | 2.5k | 198.26 |
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| Invesco Exchange Traded Fd T S&p Sml600 Val (RZV) | 0.1 | $492k | -22% | 4.2k | 118.05 |
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| Unilever Spon Adr New (UL) | 0.1 | $468k | 7.9k | 59.28 |
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| Flutter Entmt SHS (FLUT) | 0.1 | $467k | 1.8k | 253.93 |
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| Advent Claymore Convertible Sec & Inc (AVK) | 0.1 | $445k | 35k | 12.79 |
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| Walt Disney Company (DIS) | 0.1 | $443k | 3.9k | 114.50 |
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| Ishares Tr Core Total Usd (IUSB) | 0.1 | $409k | 8.8k | 46.71 |
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| Meta Platforms Cl A (META) | 0.1 | $402k | 547.00 | 734.42 |
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| Pfizer (PFE) | 0.1 | $392k | 15k | 25.48 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.1 | $386k | NEW | 20k | 18.92 |
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| At&t (T) | 0.1 | $372k | 13k | 28.24 |
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| Spdr Series Trust Portfolio Ln Cor (SPLB) | 0.1 | $370k | -8% | 16k | 23.12 |
|
| Spdr Series Trust Prtflo S&p500 Vl (SPYV) | 0.1 | $354k | -4% | 6.4k | 55.33 |
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| Ishares Tr Core Msci Eafe (IEFA) | 0.1 | $353k | -3% | 4.0k | 87.30 |
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| Corning Incorporated (GLW) | 0.1 | $340k | -2% | 4.1k | 82.03 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $339k | -17% | 2.4k | 140.95 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.1 | $336k | 14k | 23.28 |
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| Macerich Company (MAC) | 0.1 | $336k | 18k | 18.20 |
|
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| Diageo Spon Adr New (DEO) | 0.1 | $331k | 3.5k | 95.43 |
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| Ishares Core Msci Emkt (IEMG) | 0.1 | $330k | -2% | 5.0k | 65.92 |
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| Vaneck Etf Trust Junior Gold Mine (GDXJ) | 0.1 | $318k | 3.2k | 99.03 |
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| Carrier Global Corporation (CARR) | 0.1 | $317k | 5.3k | 59.70 |
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| Scientific Games (LNW) | 0.1 | $315k | 3.8k | 83.94 |
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| Broadcom (AVGO) | 0.1 | $300k | 910.00 | 329.91 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 0.1 | $295k | -12% | 4.0k | 74.37 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $289k | -12% | 5.7k | 50.73 |
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| NVIDIA Corporation (NVDA) | 0.1 | $287k | 1.5k | 186.54 |
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| Cintas Corporation (CTAS) | 0.1 | $281k | -12% | 1.4k | 205.31 |
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| Silver Spike Investment Corp (LIEN) | 0.1 | $275k | 26k | 10.50 |
|
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| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.1 | $274k | NEW | 3.6k | 76.40 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.1 | $268k | -17% | 446.00 | 600.03 |
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| Ishares Tr Core 80/20 Aggre (AOA) | 0.1 | $265k | +21% | 3.0k | 88.14 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $264k | 396.00 | 666.70 |
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| Vanguard Index Fds Real Estate Etf (VNQ) | 0.1 | $262k | -4% | 2.9k | 91.43 |
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| Vanguard Instl Index 0-3 Mo Treas Bil (VBIL) | 0.1 | $260k | NEW | 3.4k | 75.61 |
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| Home Depot (HD) | 0.1 | $259k | +8% | 639.00 | 404.96 |
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| Ishares Msci Gbl Min Vol (ACWV) | 0.1 | $258k | -14% | 2.1k | 119.92 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.1 | $249k | -2% | 407.00 | 612.39 |
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| John B. Sanfilippo & Son (JBSS) | 0.1 | $241k | 3.8k | 64.28 |
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| Intuit (INTU) | 0.1 | $240k | 352.00 | 682.91 |
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| Ishares Tr S&p 500 Grwt Etf (IVW) | 0.1 | $238k | -15% | 2.0k | 120.73 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $232k | NEW | 465.00 | 499.09 |
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| Bank of America Corporation (BAC) | 0.1 | $228k | 4.4k | 51.59 |
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| Lowe's Companies (LOW) | 0.1 | $225k | NEW | 895.00 | 251.31 |
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| Ishares Tr S&P SML 600 GWT (IJT) | 0.1 | $225k | 1.6k | 141.50 |
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| Hubspot (HUBS) | 0.1 | $223k | +14% | 477.00 | 467.80 |
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| Vanguard World Energy Etf (VDE) | 0.1 | $220k | 1.7k | 125.86 |
|
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| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $216k | 1.1k | 203.59 |
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| Wal-Mart Stores (WMT) | 0.1 | $208k | NEW | 2.0k | 103.06 |
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| Bitwise Bitcoin Etf Tr Shs Ben Int (BITB) | 0.1 | $208k | NEW | 3.3k | 62.22 |
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| Bitwise Ethereum Etf SHS (ETHW) | 0.1 | $206k | NEW | 6.9k | 29.82 |
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| IDEXX Laboratories (IDXX) | 0.1 | $204k | NEW | 320.00 | 638.89 |
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| Ameriprise Financial (AMP) | 0.1 | $202k | 412.00 | 491.25 |
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| Rivernorth Managed (RMM) | 0.0 | $194k | 14k | 14.14 |
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| Eaton Vance Muni Income Trus Sh Ben Int (EVN) | 0.0 | $176k | 16k | 11.07 |
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| Rivernorth Opportunistic Mun (RMI) | 0.0 | $149k | 10k | 14.62 |
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| O-i Glass (OI) | 0.0 | $135k | -5% | 10k | 12.97 |
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| Sera Prognostics Class A Com (SERA) | 0.0 | $133k | 43k | 3.06 |
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| Kronos Worldwide (KRO) | 0.0 | $130k | -12% | 23k | 5.74 |
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| JetBlue Airways Corporation (JBLU) | 0.0 | $50k | 10k | 4.92 |
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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 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
- Twelve Points Wealth Management 2022 Q1 filed May 11, 2022
- Twelve Points Wealth Management 2021 Q4 filed March 18, 2022