No buy transactions available for this period
No sell transactions available for this period
Wealthpoint Financial, LLC originally filed its 13F report for Q1 2026 on April 23, 2026. The filing was subsequently amended, with the latest update submitted on June 26, 2026. The portfolio totaled 114.94 M reflecting a 0.00% change from the prior quarter, spanning 117 assets. The top 10 holdings comprised 32.5% of the portfolio, with Financials as the largest sector allocation. No significant position changes were reported during the quarter.
Items:
Total Value:
| Issuer Name | Class | Value | Shares | Option Type |
|---|
Yes. Wealthpoint Financial originally filed on 04/23/2026 and subsequently submitted 1 amendment(s). The latest filing (13F-HR/A) was submitted on 06/26/2026.
In the Q1 2026 filing, Wealthpoint Financial reported a managed portfolio value of 119.48 M, consisting of 121 individual positions.
Multiple filings indicate that Wealthpoint Financial updated their Q1 2026 report. The initial filing was submitted on 04/23/2026, followed by amendments to correct data or disclose previously confidential holdings.
This page displays the raw filing documents. To see which stocks Wealthpoint Financial bought or sold during Q1 2026, please visit Wealthpoint Financial's Portfolio Analysis page.