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Centerpoint Advisors, LLC

SEC CIK
0001733788
Latest filing
Aug 5, 2026

DFS holding history

Discover Financial Services in every 13F filed by Centerpoint Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

DFS overviewAll 13F holders of DFSFull Q2 2026 holdings

Shares (Q2 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
14
Since Q1 2021
Holdings of DFS by Centerpoint Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−243−100.0%Sold outHolders
Q1 2025243$41.0K<0.1%00.0%UnchangedHolders
Q4 2024243$42.0K<0.1%00.0%UnchangedHolders
Q3 2024243$34.0K<0.1%+243NewHolders
Q4 20230$00.0%−32−100.0%Sold outHolders
Q3 202332$3.00K<0.1%00.0%UnchangedHolders
Q2 202332$4.00K<0.1%00.0%UnchangedHolders
Q1 202332$3.00K<0.1%−72−69.2%ReducedHolders
Q4 2022104$10.0K<0.1%00.0%UnchangedHolders
Q3 2022104$9.00K<0.1%00.0%UnchangedHolders
Q2 2022104$10.0K<0.1%00.0%UnchangedHolders
Q1 2022104$11.0K<0.1%00.0%UnchangedHolders
Q4 2021104$12.0K<0.1%00.0%UnchangedHolders
Q3 2021104$13.0K<0.1%00.0%UnchangedHolders
Q2 2021104$12.0K<0.1%00.0%UnchangedHolders
Q1 2021104$10.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.