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CIK 0001731445 • 6 13F filings • Apr 9, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("towerpoint-wealth-llc-0001731445-filer","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).
Past 5 quarters
| 13F-HR |
| 0001085146-25-005830 |
| $244.4M |
| View |
| Jul 9, 2026 | Q2 2026 | 13F-HR | 0001731445-26-000004 | $289.1M | View |
| Jul 9, 2025 | Q2 2025 | 13F-HR | 0001085146-25-003692 | $225.6M | View |
| Apr 8, 2026 | Q1 2026 | 13F-HR | 0001731445-26-000002 | $247.8M | View |
| Apr 9, 2025 | Q1 2025 | 13F-HR | 0001085146-25-001961 | $201.8M | View |