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Manager record

Twelve Points Wealth Management LLC

Concord, MA · CIK 1877090 · EDGAR filings ↗

Cover-page record: Trade Filings parses every position for its tracked managers; for this filer it indexes the cover-page totals of each quarterly 13F report on SEC EDGAR.

$499.08MReported 13F valueQ2 2026 · as filed
213Holdings listed
+9.8%vs prior quartervalue change includes market moves
5Quarters on record
Aug 07Latest filed
Reported 13F value by quarter, Q2 2025 to Q2 2026Q2 2025: $371.5M$371.5MQ2 2025189 holdingsQ3 2025: $401.4M$401.4MQ3 2025191 holdingsQ4 2025: $444.3M$444.3MQ4 2025196 holdingsQ1 2026: $454.6M$454.6MQ1 2026200 holdingsQ2 2026: $499.1M$499.1MQ2 2026213 holdings
Reported 13F value by quarter from the cover pages of this filer (live documents; sub-portfolio reports summed), with holdings listed beneath each bar.
Filing record
Aug 07 2026 13F-HR · period Q2 2026

$499.08M · 213 holdings listed · View original SEC filing ↗
Apr 14 2026 13F-HR · period Q1 2026

$454.62M · 200 holdings listed · View original SEC filing ↗
Jan 23 2026 13F-HR · period Q4 2025

$444.27M · 196 holdings listed · View original SEC filing ↗
Oct 22 2025 13F-HR · period Q3 2025

$401.37M · 191 holdings listed · View original SEC filing ↗
Jul 16 2025 13F-HR · period Q2 2025

$371.53M · 189 holdings listed · View original SEC filing ↗
Provenance: Cover-page totals from the quarterly 13F reports of this filer on SEC EDGAR; position-level holdings are parsed for tracked managers only. Reporting period: Q2 2026 · latest filing Aug 07, 2026 · Change methodology