• 13F History

Oak Point Wealth Management

13F Filings History

Latest 13F report
Q1 2018 - Apr 30, 2018
Value $
$98M
Signature - Title
John Knowlton - Chief Compliance Officer
Location
Portage, MI
Summary
This page shows a list of all the recent 13F filings made by Oak Point Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Oak Point Wealth Management reported 196 stock holdings with total value $98M as of Q1 2018. Top holdings included ITOT, IVV, XMLVXXXX, SDY, and IDV.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2018 196 $98M +$33.9M -$16.4M +$17.6M ITOT, IVV, XMLVXXXX, SDY, IDV 13F-HR 4/30/2018, 11:14 AM
Q4 2017 203 $101M ITOT, SHM, AGG, XMLVXXXX, SDY 13F-HR 1/9/2018, 09:34 AM