| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2013 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 27 | Q2 2024 | 23.7% |
| ISHARES TR | 27 | Q2 2024 | 13.1% |
| ISHARES TR | 27 | Q2 2024 | 13.4% |
| ISHARES TR | 27 | Q2 2024 | 13.2% |
| ISHARES TR | 27 | Q2 2024 | 16.9% |
| ISHARES TR | 27 | Q2 2024 | 18.1% |
| ISHARES TR | 27 | Q2 2024 | 17.6% |
| ISHARES TR | 27 | Q2 2024 | 6.1% |
| ISHARES TR | 27 | Q2 2024 | 6.1% |
| MICROSOFT CORP | 27 | Q2 2024 | 3.8% |
View Centerpoint Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-19 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-03 |
| 13F-HR | 2023-01-24 |
| 13F-HR | 2022-10-13 |
| 13F-HR | 2022-07-18 |
View Centerpoint Advisors, 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.