Towerpoint Wealth, LLC

SEC CIK: 0001731445
Latest filing: Jul 9, 2026

SEC filings (opens in a new tab)

TROW holding history

Price T Rowe Group Inc in every 13F filed by Towerpoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

TROW overview All 13F holders of TROW Full Q2 2026 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of TROW by Towerpoint Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−1,408−100.0%	Sold out	Holders
Q1 2022	1,408	$213.0K	0.1%	+19+1.4%	Added	Holders
Q4 2021	1,389	$273.0K	0.1%	00.0%	Unchanged	Holders
Q3 2021	1,389	$273.0K	0.1%	+1,389	New	Holders