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WealthPoint Financial, LLC

SEC CIK
0002040860
Latest filing
Aug 6, 2026

TFC holding history

Truist Financial Corp 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.

TFC overviewAll 13F holders of TFCFull Q2 2026 holdings

Shares (Q2 2026)
14,474
Value
$721.1K
% of portfolio
0.5%
Quarters held
1
Since Q2 2026
Holdings of TFC by WealthPoint Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202614,474$721.1K0.5%+14,474NewHolders