Lake Point Wealth Management SEC EDGAR Filings (CIK 0001768068)

SEC EDGAR filings, ownership reports, and insider transactions for Lake Point Wealth Management.

Business address
1 Horizon Court, Suite A, Rockwall, TX, 75032
Top securities (13F)
IHDG, VO, VOO, DFAC, TDTF, BSV, IAU, JPST, SCZ, DFUV, SPY, IVV, VEA, BOND, PG, BNDW, QLS, AAPL, HYLV, and BRKA
State of incorporation
TX
Fiscal year end
31 December
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Lake Point Wealth Management has filed 12 SEC EDGAR filings since 21 Feb 2019

Latest Filings

Recent SEC filings for Lake Point Wealth Management including 13F-HR, 13F-HR/A.

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open 13F-HR document View SEC filing for 13F-HR 19 Jul 2022 30 Jun 2022 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 17 May 2022 31 Mar 2022 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 23 Feb 2022 31 Dec 2021 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Oct 2021 30 Sep 2021 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 04 Aug 2021 30 Jun 2021 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 18 May 2020 31 Mar 2020 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 13 Feb 2020 31 Dec 2019 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 07 Aug 2019 30 Jun 2019 028-19428
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2019 31 Mar 2019 028-19428
13F-HR/A Open 13F-HR/A document View SEC filing for 13F-HR/A 07 Aug 2019 31 Dec 2018 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 03 Jun 2019 31 Mar 2019 028-19428
13F-HR Open 13F-HR document View SEC filing for 13F-HR 21 Feb 2019 31 Dec 2018 028-19428

About this filer

Lake Point Wealth Management files with the SEC under CIK 0001768068. This page aggregates EDGAR filings and related ownership activity.

FAQ

What is a CIK?
A Central Index Key (CIK) is a unique identifier assigned by the SEC to each filer.
Why are some filings missing?
New filings appear as the SEC updates EDGAR, and older records can vary by availability.
How often is this page updated?
Updates follow new EDGAR submissions and periodic data refreshes.

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