$436 Million is the total value of Fort Point Capital Partners LLC's 150 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was 28.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $66,051,000 | +21.0% | 176,664 | +8.4% | 15.13% | +9.9% |
| UBER | UBER TECHNOLOGIES INC | $25,813,000 | +39.8% | 506,138 | 0.0% | 5.91% | +27.0% | |
| SPY | Sell | SPDR S&P 500 ETF TRput | $24,340,000 | -43.6% | 65,100 | -49.5% | 5.58% | -48.8% |
| EFA | Sell | ISHARES TRmsci eafe etf | $22,207,000 | +10.4% | 304,378 | -3.6% | 5.09% | +0.3% |
| AGG | Buy | ISHARES TRcore us aggbd et | $18,856,000 | +10.1% | 159,537 | +9.9% | 4.32% | -0.0% |
| ACWI | Buy | ISHARES TRmsci acwi etf | $16,434,000 | +158.7% | 181,147 | +127.9% | 3.76% | +134.9% |
| AAPL | Sell | APPLE INC | $12,508,000 | -4.9% | 94,268 | -15.4% | 2.87% | -13.6% |
| VOO | Sell | VANGUARD INDEX FDS | $11,468,000 | -8.4% | 33,366 | -18.0% | 2.63% | -16.8% |
| FRPT | FRESHPET INC | $11,119,000 | +27.2% | 78,305 | 0.0% | 2.55% | +15.5% | |
| M | Sell | MACYS INC | $9,261,000 | +87.4% | 823,200 | -5.1% | 2.12% | +70.2% |
| IWN | Buy | ISHARES TRrus 2000 val etf | $8,302,000 | +54.8% | 63,014 | +16.7% | 1.90% | +40.6% |
| VWO | Buy | VANGUARD INTL EQUITY INDEX Fftse emr mkt etf | $7,855,000 | +16.7% | 156,764 | +0.7% | 1.80% | +6.0% |
| DVYE | Buy | ISHARES INCem mkts div etf | $7,642,000 | +48.5% | 205,255 | +20.1% | 1.75% | +34.9% |
| FID | Buy | FIRST TR EXCHANGE-TRADED FDs&p intl divid | $7,328,000 | +38.3% | 450,674 | +20.4% | 1.68% | +25.7% |
| MUB | New | ISHARES TRnational mun etf | $7,035,000 | – | 60,025 | +100.0% | 1.61% | – |
| XOM | Sell | EXXON MOBIL CORP | $6,939,000 | +18.0% | 168,336 | -1.7% | 1.59% | +7.2% |
| IXC | New | ISHARES TRglobal energ etf | $6,748,000 | – | 332,242 | +100.0% | 1.55% | – |
| VEA | Sell | VANGUARD TAX-MANAGED INTL FDftse dev mkt etf | $6,739,000 | +4.5% | 142,737 | -9.4% | 1.54% | -5.0% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $6,726,000 | +19.8% | 186,784 | +4.4% | 1.54% | +8.8% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $6,347,000 | +3011.3% | 247,366 | +2325.2% | 1.45% | +2751.0% |
| BND | Sell | VANGUARD BD INDEX FDStotal bnd mrkt | $6,044,000 | -31.0% | 68,536 | -31.0% | 1.38% | -37.3% |
| AMZN | Sell | AMAZON COM INC | $5,944,000 | -1.3% | 1,825 | -4.6% | 1.36% | -10.3% |
| VTI | Sell | VANGUARD INDEX FDStotal stk mkt | $5,376,000 | +2.8% | 27,618 | -10.0% | 1.23% | -6.6% |
| EEM | Buy | ISHARES TRmsci emg mkt etf | $5,357,000 | +26.6% | 103,669 | +8.0% | 1.23% | +14.9% |
| BRKA | Sell | BERKSHIRE HATHAWAY INC DELcl a | $5,217,000 | +1.9% | 15 | -6.2% | 1.20% | -7.5% |
| IWB | Sell | ISHARES TRrus 1000 etf | $4,730,000 | +9.9% | 22,330 | -2.9% | 1.08% | -0.1% |
| FB | Sell | FACEBOOK INCcl a | $4,726,000 | -1.2% | 17,300 | -5.3% | 1.08% | -10.2% |
| EFA | Sell | ISHARES TRput | $4,655,000 | -63.4% | 63,800 | -68.1% | 1.07% | -66.8% |
| GLD | Buy | SPDR GOLD TR | $4,510,000 | +35.5% | 25,288 | +34.6% | 1.03% | +23.0% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $4,337,000 | +42.1% | 22,123 | +8.6% | 0.99% | +29.1% |
| IEFA | Buy | ISHARES TRcore msci eafe | $3,900,000 | +17.0% | 56,447 | +2.1% | 0.89% | +6.2% |
| RDN | RADIAN GROUP INC | $3,544,000 | +38.6% | 175,000 | 0.0% | 0.81% | +25.9% | |
| MSFT | Sell | MICROSOFT CORP | $3,492,000 | +3.0% | 15,700 | -2.6% | 0.80% | -6.4% |
| IEMG | Sell | ISHARES INCcore msci emkt | $3,269,000 | -1.6% | 52,697 | -16.2% | 0.75% | -10.6% |
| QQQ | Sell | INVESCO QQQ TRunit ser 1 | $3,051,000 | +3.4% | 9,726 | -8.5% | 0.70% | -6.2% |
| KLAC | Buy | KLA CORP | $2,969,000 | +819.2% | 11,466 | +588.2% | 0.68% | +739.5% |
| TDOC | New | TELADOC HEALTH INC | $2,500,000 | – | 12,500 | +100.0% | 0.57% | – |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $2,418,000 | +8.9% | 10,430 | 0.0% | 0.55% | -1.1% | |
| BRKB | BERKSHIRE HATHAWAY INC DELput | $2,412,000 | +8.9% | 10,400 | 0.0% | 0.55% | -1.1% | |
| IVV | Sell | ISHARES TRcore s&p500 etf | $2,098,000 | +11.3% | 5,589 | -0.4% | 0.48% | +1.1% |
| QCOM | Buy | QUALCOMM INC | $2,074,000 | +211.4% | 13,612 | +140.4% | 0.48% | +182.7% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $2,047,000 | +18.6% | 1,168 | -0.8% | 0.47% | +7.8% |
| IAU | Buy | ISHARES GOLD TRUSTishares | $1,749,000 | +2.9% | 96,473 | +2.1% | 0.40% | -6.5% |
| TIP | Sell | ISHARES TRtips bd etf | $1,708,000 | -3.6% | 13,377 | -4.5% | 0.39% | -12.5% |
| SCHE | Sell | SCHWAB STRATEGIC TRemrg mkteq etf | $1,689,000 | +4.5% | 55,122 | -8.7% | 0.39% | -5.1% |
| CDNS | Buy | CADENCE DESIGN SYSTEM INCput | $1,638,000 | +68.9% | 12,000 | +31.9% | 0.38% | +53.1% |
| VB | Sell | VANGUARD INDEX FDSsmall cp etf | $1,614,000 | +26.5% | 8,289 | -0.1% | 0.37% | +14.9% |
| TSLA | Sell | TESLA INC | $1,574,000 | +30.8% | 2,230 | -20.5% | 0.36% | +19.1% |
| PRMW | PRIMO WATER CORPORATION | $1,560,000 | +10.5% | 99,469 | 0.0% | 0.36% | +0.3% | |
| WDAY | WORKDAY INCcl a | $1,542,000 | +11.3% | 6,436 | 0.0% | 0.35% | +1.1% | |
| SPDW | Buy | SPDR INDEX SHS FDSportfolio devlpd | $1,517,000 | +15.5% | 44,940 | +0.1% | 0.35% | +5.1% |
| ADBE | ADOBE SYSTEMS INCORPORATED | $1,295,000 | +2.0% | 2,590 | 0.0% | 0.30% | -7.2% | |
| TJX | TJX COS INC NEW | $1,238,000 | +22.7% | 18,129 | 0.0% | 0.28% | +11.4% | |
| USMV | Sell | ISHARES TRmsci usa min vol | $1,207,000 | 0.0% | 17,780 | -6.1% | 0.28% | -8.9% |
| HD | Buy | HOME DEPOT INC | $1,165,000 | -2.7% | 4,385 | +1.7% | 0.27% | -11.6% |
| JPM | Sell | JPMORGAN CHASE & CO | $1,129,000 | +27.1% | 8,885 | -3.7% | 0.26% | +15.6% |
| CDNS | Sell | CADENCE DESIGN SYSTEM INC | $1,126,000 | -6.9% | 8,250 | -27.3% | 0.26% | -15.4% |
| EHTH | Sell | EHEALTH INC | $1,043,000 | -13.0% | 14,768 | -2.7% | 0.24% | -20.9% |
| AMGN | Sell | AMGEN INC | $1,038,000 | -9.7% | 4,513 | -0.2% | 0.24% | -17.9% |
| NKE | Buy | NIKE INCcl b | $1,018,000 | +34.7% | 7,193 | +19.4% | 0.23% | +22.0% |
| TWLO | Buy | TWILIO INCcl a | $1,002,000 | +168.6% | 2,959 | +96.0% | 0.23% | +144.7% |
| WDAY | WORKDAY INCput | $982,000 | +11.3% | 4,100 | 0.0% | 0.22% | +1.4% | |
| CVX | Sell | CHEVRON CORP NEW | $945,000 | -24.0% | 11,189 | -35.2% | 0.22% | -30.9% |
| AXP | AMERICAN EXPRESS CO | $896,000 | +20.6% | 7,412 | 0.0% | 0.20% | +9.6% | |
| CRM | Buy | SALESFORCE COM INC | $891,000 | -4.5% | 4,002 | +7.8% | 0.20% | -13.2% |
| VEU | Buy | VANGUARD INTL EQUITY INDEX Fallwrld ex us | $888,000 | +15.8% | 15,211 | +0.0% | 0.20% | +5.2% |
| SMH | Sell | VANECK VECTORS ETF TRsemiconductor et | $838,000 | +23.8% | 3,836 | -1.3% | 0.19% | +12.3% |
| VGT | Sell | VANGUARD WORLD FDSinf tech etf | $831,000 | +11.8% | 2,348 | -1.6% | 0.19% | +1.6% |
| TTD | Sell | THE TRADE DESK INC | $824,000 | +42.8% | 1,029 | -7.5% | 0.19% | +29.5% |
| VAR | Sell | VARIAN MED SYS INC | $793,000 | +1.0% | 4,534 | -0.6% | 0.18% | -8.1% |
| CAT | Sell | CATERPILLAR INC | $773,000 | -24.5% | 4,247 | -38.1% | 0.18% | -31.4% |
| GOOG | Sell | ALPHABET INCcap stk cl c | $745,000 | -72.0% | 425 | -76.6% | 0.17% | -74.6% |
| XBI | Sell | SPDR SER TRs&p biotech | $708,000 | +25.1% | 5,029 | -1.1% | 0.16% | +13.3% |
| EHTH | EHEALTH INCput | $692,000 | -10.6% | 9,800 | 0.0% | 0.16% | -18.5% | |
| FRT | FEDERAL RLTY INVT TRsh ben int new | $667,000 | +16.0% | 7,834 | 0.0% | 0.15% | +5.5% | |
| AOK | Sell | ISHARES TRconser alloc etf | $643,000 | -14.7% | 16,592 | -18.2% | 0.15% | -22.6% |
| VCR | New | VANGUARD WORLD FDSconsum dis etf | $637,000 | – | 2,316 | +100.0% | 0.15% | – |
| INTC | Sell | INTEL CORP | $593,000 | -65.6% | 11,909 | -64.2% | 0.14% | -68.7% |
| MS | Sell | MORGAN STANLEY | $546,000 | -3.7% | 7,966 | -32.1% | 0.12% | -12.6% |
| ABT | Buy | ABBOTT LABS | $542,000 | +4.0% | 4,950 | +3.4% | 0.12% | -5.3% |
| CIBR | New | FIRST TR EXCHANGE TRADED FDnasdaq cyb etf | $534,000 | – | 12,028 | +100.0% | 0.12% | – |
| DIS | Buy | DISNEY WALT CO | $516,000 | +51.3% | 2,848 | +3.7% | 0.12% | +37.2% |
| JPST | New | J P MORGAN EXCHANGE-TRADED Fultra shrt inc | $503,000 | – | 9,900 | +100.0% | 0.12% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $500,000 | – | 4,900 | +100.0% | 0.12% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $501,000 | – | 9,900 | +100.0% | 0.12% | – |
| FTSM | New | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $498,000 | – | 8,300 | +100.0% | 0.11% | – |
| JNJ | Sell | JOHNSON & JOHNSON | $495,000 | -3.5% | 3,148 | -8.7% | 0.11% | -12.4% |
| ALL | Sell | ALLSTATE CORP | $483,000 | -48.5% | 4,390 | -55.9% | 0.11% | -53.0% |
| PEP | Sell | PEPSICO INC | $478,000 | +4.8% | 3,223 | -2.0% | 0.11% | -4.3% |
| HON | HONEYWELL INTL INC | $466,000 | +29.4% | 2,190 | 0.0% | 0.11% | +17.6% | |
| DFS | DISCOVER FINL SVCS | $458,000 | +56.8% | 5,057 | 0.0% | 0.10% | +41.9% | |
| KMB | KIMBERLY-CLARK CORP | $459,000 | -8.6% | 3,403 | 0.0% | 0.10% | -17.3% | |
| SQ | Buy | SQUARE INCcl a | $446,000 | +37.2% | 2,050 | +2.5% | 0.10% | +24.4% |
| MRK | Buy | MERCK & CO. INC | $445,000 | +22.6% | 5,445 | +24.3% | 0.10% | +10.9% |
| BA | Sell | BOEING CO | $439,000 | -19.9% | 2,053 | -38.1% | 0.10% | -26.8% |
| PAA | PLAINS ALL AMERN PIPELINE Lunit ltd partn | $436,000 | +38.0% | 52,913 | 0.0% | 0.10% | +25.0% | |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $428,000 | +10.3% | 6,712 | +300.0% | 0.10% | 0.0% |
| ZS | ZSCALER INC | $428,000 | +41.7% | 2,144 | 0.0% | 0.10% | +28.9% | |
| NVCR | NOVOCURE LTD | $420,000 | +55.6% | 2,430 | 0.0% | 0.10% | +41.2% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $416,000 | +10.9% | 1,186 | -1.5% | 0.10% | 0.0% |
| ROK | ROCKWELL AUTOMATION INC | $410,000 | +13.6% | 1,634 | 0.0% | 0.09% | +3.3% | |
| SE | SEA LTDsponsord ads | $398,000 | +29.2% | 2,000 | 0.0% | 0.09% | +16.7% | |
| PYPL | Sell | PAYPAL HLDGS INC | $393,000 | +12.0% | 1,679 | -5.6% | 0.09% | +1.1% |
| AMP | AMERIPRISE FINL INC | $383,000 | +26.0% | 1,970 | 0.0% | 0.09% | +14.3% | |
| VTEB | VANGUARD MUN BD FDStax exempt bd | $386,000 | +1.3% | 6,992 | 0.0% | 0.09% | -8.3% | |
| ORCL | Sell | ORACLE CORP | $377,000 | -5.3% | 5,821 | -12.7% | 0.09% | -14.0% |
| MMM | 3M CO | $369,000 | +9.2% | 2,111 | 0.0% | 0.08% | 0.0% | |
| LRCX | Sell | LAM RESEARCH CORP | $373,000 | +40.8% | 789 | -1.1% | 0.08% | +26.9% |
| DHR | DANAHER CORPORATION | $362,000 | +3.1% | 1,628 | 0.0% | 0.08% | -6.7% | |
| WMT | WALMART INC | $360,000 | +3.2% | 2,498 | 0.0% | 0.08% | -6.8% | |
| ABBV | ABBVIE INC | $356,000 | +22.3% | 3,327 | 0.0% | 0.08% | +12.3% | |
| SBUX | New | STARBUCKS CORP | $344,000 | – | 3,215 | +100.0% | 0.08% | – |
| VIG | Sell | VANGUARD SPECIALIZED FUNDSdiv app etf | $327,000 | +8.3% | 2,315 | -1.5% | 0.08% | -1.3% |
| LLY | Sell | LILLY ELI & CO | $325,000 | +2.5% | 1,924 | -10.3% | 0.07% | -7.5% |
| XLE | New | SELECT SECTOR SPDR TRenergy | $323,000 | – | 8,521 | +100.0% | 0.07% | – |
| AMT | AMERICAN TOWER CORP NEW | $277,000 | -7.4% | 1,236 | 0.0% | 0.06% | -16.0% | |
| COST | Sell | COSTCO WHSL CORP NEW | $275,000 | -1.1% | 730 | -6.6% | 0.06% | -10.0% |
| BAC | Buy | BK OF AMERICA CORP | $272,000 | +30.1% | 8,978 | +3.4% | 0.06% | +17.0% |
| SPEM | Sell | SPDR INDEX SHS FDSportfolio emg mk | $257,000 | +10.8% | 6,105 | -3.6% | 0.06% | 0.0% |
| LHX | L3HARRIS TECHNOLOGIES INC | $256,000 | +11.3% | 1,353 | 0.0% | 0.06% | +1.7% | |
| IJR | New | ISHARES TRcore s&p scp etf | $255,000 | – | 2,770 | +100.0% | 0.06% | – |
| QQQ | Sell | INVESCO QQQ TRput | $251,000 | -24.6% | 800 | -33.3% | 0.06% | -31.0% |
| V | Sell | VISA INC | $255,000 | +8.1% | 1,166 | -1.1% | 0.06% | -3.3% |
| IWF | Sell | ISHARES TRrus 1000 grw etf | $254,000 | -4.9% | 1,052 | -14.6% | 0.06% | -13.4% |
| VTV | VANGUARD INDEX FDSvalue etf | $255,000 | +13.8% | 2,148 | 0.0% | 0.06% | +1.8% | |
| RTX | Sell | RAYTHEON TECHNOLOGIES CORP | $245,000 | +6.1% | 3,429 | -10.8% | 0.06% | -3.4% |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $239,000 | – | 1,901 | +100.0% | 0.06% | – |
| WFC | New | WELLS FARGO CO NEW | $235,000 | – | 7,783 | +100.0% | 0.05% | – |
| COUP | New | COUPA SOFTWARE INC | $236,000 | – | 695 | +100.0% | 0.05% | – |
| BXP | New | BOSTON PROPERTIES INC | $233,000 | – | 2,460 | +100.0% | 0.05% | – |
| T | New | AT&T INC | $233,000 | – | 8,107 | +100.0% | 0.05% | – |
| BP | Sell | BP PLCsponsored adr | $231,000 | +16.7% | 11,262 | -0.7% | 0.05% | +6.0% |
| ANTM | New | ANTHEM INC | $227,000 | – | 708 | +100.0% | 0.05% | – |
| NOC | NORTHROP GRUMMAN CORP | $229,000 | -3.4% | 752 | 0.0% | 0.05% | -13.3% | |
| VNO | VORNADO RLTY TRsh ben int | $227,000 | +10.7% | 6,067 | 0.0% | 0.05% | 0.0% | |
| GLP | GLOBAL PARTNERS LP | $224,000 | +26.6% | 13,500 | 0.0% | 0.05% | +13.3% | |
| KRC | New | KILROY RLTY CORP | $217,000 | – | 3,777 | +100.0% | 0.05% | – |
| VUG | New | VANGUARD INDEX FDSgrowth etf | $217,000 | – | 857 | +100.0% | 0.05% | – |
| TLT | Sell | ISHARES TR20 yr tr bd etf | $220,000 | -96.9% | 1,397 | -96.8% | 0.05% | -97.2% |
| IEF | Sell | ISHARES TRbarclays 7 10 yr | $214,000 | -97.2% | 1,786 | -97.2% | 0.05% | -97.5% |
| SWKS | New | SKYWORKS SOLUTIONS INC | $208,000 | – | 1,361 | +100.0% | 0.05% | – |
| NFLX | Sell | NETFLIX INC | $207,000 | -60.0% | 382 | -63.1% | 0.05% | -63.8% |
| TSLA | Sell | TESLA INCput | $141,000 | -67.1% | 200 | -80.0% | 0.03% | -70.4% |
| HTBK | Sell | HERITAGE COMM CORP | $102,000 | -77.1% | 11,487 | -82.9% | 0.02% | -79.6% |
| WPX | New | WPX ENERGY INC | $82,000 | – | 10,000 | +100.0% | 0.02% | – |
| RIGL | RIGEL PHARMACEUTICALS INC | $60,000 | +46.3% | 17,000 | 0.0% | 0.01% | +40.0% | |
| UBX | New | UNITY BIOTECHNOLOGY INC | $52,000 | – | 10,000 | +100.0% | 0.01% | – |
| BKCC | Buy | BLACKROCK CAP INVT CORP | $42,000 | +13.5% | 15,637 | +2.9% | 0.01% | +11.1% |
| CRM | New | SALESFORCE COM INCcall | $45,000 | – | 200 | +100.0% | 0.01% | – |
| BMYRT | New | BRISTOL-MYERS SQUIBB COright 99/99/9999 | $7,000 | – | 10,347 | +100.0% | 0.00% | – |
| GPORQ | Exit | GULFPORT ENERGY CORP | $0 | – | -10,000 | -100.0% | -0.00% | – |
| JPM | Exit | JPMORGAN CHASE & COcall | $0 | – | -500 | -100.0% | -0.01% | – |
| NMRK | Exit | NEWMARK GROUP INCcl a | $0 | – | -25,000 | -100.0% | -0.03% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -272 | -100.0% | -0.04% | – |
| UNP | Exit | UNION PAC CORP | $0 | – | -1,038 | -100.0% | -0.05% | – |
| LOW | Exit | LOWES COS INC | $0 | – | -1,258 | -100.0% | -0.05% | – |
| TSLA | Exit | TESLA INCcall | $0 | – | -500 | -100.0% | -0.05% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -3,066 | -100.0% | -0.07% | – |
| DOCU | Exit | DOCUSIGN INC | $0 | – | -1,250 | -100.0% | -0.07% | – |
| AAPL | Exit | APPLE INCcall | $0 | – | -2,000 | -100.0% | -0.07% | – |
| AVGO | Exit | BROADCOM INC | $0 | – | -782 | -100.0% | -0.07% | – |
| AOM | Exit | ISHARES TRmodert alloc etf | $0 | – | -8,237 | -100.0% | -0.08% | – |
| NVDA | Exit | NVIDIA CORPORATIONput | $0 | – | -2,000 | -100.0% | -0.27% | – |
| EVBG | Exit | EVERBRIDGE INC | $0 | – | -10,000 | -100.0% | -0.32% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SPDR S&P 500 ETF TR | 40 | Q3 2023 | 29.6% |
| ISHARES TR | 40 | Q3 2023 | 26.4% |
| ISHARES TR | 40 | Q3 2023 | 7.0% |
| ISHARES TR | 40 | Q3 2023 | 6.4% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 5.5% |
| ISHARES TR | 40 | Q3 2023 | 6.5% |
| ISHARES TR | 40 | Q3 2023 | 1.7% |
| EXXON MOBIL CORP | 40 | Q3 2023 | 2.9% |
| VANGUARD INTL EQUITY INDEX F | 40 | Q3 2023 | 2.9% |
| SPDR GOLD TRUST | 40 | Q3 2023 | 1.5% |
View Fort Point Capital Partners LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-09 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-11 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-12 |
View Fort Point Capital Partners LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.