Current Market Value 462,151,633
Current Holdings 56
Most Recent File Date 2025-04-28
Total Filings on Record 26
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Great Point Wealth Advisors, LLC . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

Upgrade to unlock premium data.

Add This Fund
to your dashboard

File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-04-28 2025-03-31 13F-HR 56 462,152
2025-01-24 2024-12-31 13F-HR 57 457,412
2024-10-18 2024-09-30 13F-HR 61 468,062
2024-07-29 2024-06-30 13F-HR 54 437,366
2024-05-09 2024-03-31 13F-HR 55 428,894
2024-01-22 2023-12-31 13F-HR 61 384,543
2023-10-13 2023-09-30 13F-HR 62 333,373
2023-08-02 2023-06-30 13F-HR 61 332,792
2023-05-12 2023-03-31 13F-HR 61 315,582
2023-02-07 2022-12-31 13F-HR 61 298,239
2022-11-09 2022-09-30 13F-HR 64 268,192
2022-08-25 2022-06-30 13F-HR 65 282,296
2022-05-03 2022-03-31 13F-HR 60 321,007
2022-02-09 2021-12-31 13F-HR 59 326,430
2021-11-03 2021-09-30 13F-HR 50 290,967
2021-08-12 2021-06-30 13F-HR 53 286,603
2021-05-11 2021-03-31 13F-HR 52 261,433
2021-01-29 2020-12-31 13F-HR 46 232,992
2020-10-23 2020-09-30 13F-HR 47 193,839
2020-07-24 2020-06-30 13F-HR 47 193,839
2020-05-13 2020-03-31 13F-HR 42 119,651
2020-02-28 2019-12-31 13F-HR 44 161,714
2019-10-17 2019-09-30 13F-HR 41 146,768
2019-08-06 2019-06-30 13F-HR 42 123,809
2019-05-15 2019-03-31 13F-HR 45 117,747
2019-02-14 2018-12-31 13F-HR 43 105,704