Towerpoint-Wealth

Filing Details

13F-HR2025-03-31
Report Date
2025-03-31
Filing Date
2025-04-09
Total Holdings
81
Total Value
201756241
Accession Number
0001085146-25-001961
Form Type
13F-HR
Manager Name
Towerpoint-Wealth
Data Enrichment
69% identified
56 identified25 unidentified

Holdings

81 positions • $201.8M total value
Manager:
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Page 5 of 5
Walt Disney Co
Shares:2.1K
Value:$205.5K
% of Portfolio:0.1% ($205.5K/$201.8M)