Twelve Points Wealth Management LLC SEC EDGAR Filings (CIK 0001877090)

SEC EDGAR filings, ownership reports, and insider transactions for Twelve Points Wealth Management LLC.

Business address
9 Pond Lane, Ste 3 A, Concord, MA, 01742
Top securities (13F)
BIL, ASA, SGOV, FLTR, VEU, VTIP, IOO, FPE, DGRO, SLV, VSS, DBL, SRLN, BXMX, GLD, PSK, JPM, AAPL, BEN, and BRKA
State of incorporation
MA
Fiscal year end
31 December
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Twelve Points Wealth Management LLC has filed 18 SEC EDGAR filings since 18 Mar 2022

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 22 Oct 2025 30 Sep 2025 028-22386
N-PX Open Document Open Filing 21 Aug 2025 30 Jun 2025 028-22386
13F-HR Open Document Open Filing 16 Jul 2025 30 Jun 2025 028-22386
13F-HR Open Document Open Filing 30 Apr 2025 31 Mar 2025 028-22386
13F-HR Open Document Open Filing 23 Jan 2025 31 Dec 2024 028-22386
13F-HR Open Document Open Filing 16 Oct 2024 30 Sep 2024 028-22386
N-PX Open Document Open Filing 28 Aug 2024 30 Jun 2024 028-22386
13F-HR Open Document Open Filing 12 Jul 2024 30 Jun 2024 028-22386
13F-HR Open Document Open Filing 15 Apr 2024 31 Mar 2024 028-22386
13F-HR Open Document Open Filing 12 Jan 2024 31 Dec 2023 028-22386
13F-HR Open Document Open Filing 18 Oct 2023 30 Sep 2023 028-22386
13F-HR Open Document Open Filing 13 Jul 2023 30 Jun 2023 028-22386
13F-HR Open Document Open Filing 18 Apr 2023 31 Mar 2023 028-22386
13F-HR Open Document Open Filing 17 Jan 2023 31 Dec 2022 028-22386
13F-HR Open Document Open Filing 20 Oct 2022 30 Sep 2022 028-22386
13F-HR Open Document Open Filing 18 Jul 2022 30 Jun 2022 028-22386
13F-HR Open Document Open Filing 11 May 2022 31 Mar 2022 028-22386
13F-HR Open Document Open Filing 18 Mar 2022 31 Dec 2021 028-22386