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WealthPoint Financial, LLC

SEC CIK
0002040860
Latest filing
Aug 6, 2026

PRU holding history

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

PRU overviewAll 13F holders of PRUFull Q2 2026 holdings

Shares (Q2 2026)
3,378
Value
$364.6K
% of portfolio
0.3%
Quarters held
3
Since Q4 2025
Holdings of PRU by WealthPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,378$364.6K0.3%−69−2.0%ReducedHolders
Q1 20263,447$336.7K0.3%−431−11.1%ReducedHolders
Q4 20253,878$437.7K0.4%–No prior filingHolders