Managers / Q4 2023 · view latest →
Trust Point Inc.
CIK 0001635633 · 230 FRONT STREET NORTH, LA CROSSE, WI, 54601 · 608-782-1148
Reported Value
$1.2B
Q4 2023
Positions
621
Filings on Record
11
2019–present window
Filed
Jan 23, 2024
original filing
Summary
Trust Point Inc. reported $1.2B in U.S.-listed holdings across 621 positions for Q4 2023.
Reported Value by Quarter
13F Reported Value
Portfolio Composition
By security type
Composition data arrives with ticker enrichment.
Quarter-over-Quarter Changes full breakdown →
Holdings — Q4 2023
Filing History
| Quarter | Reported Value | Positions | Filed | Type | Links |
|---|---|---|---|---|---|
| Q2 2026 | $1.2B | 739 | Jul 8, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q1 2026 | $1.2B | 831 | Apr 15, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q4 2025 | $1.3B | 600 | Jan 13, 2026 | 13F-HR | changes · EDGAR ↗ |
| Q3 2025 | $1.2B | 603 | Oct 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q2 2025 | $1.1B | 499 | Jul 10, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q1 2025 | $1.1B | 589 | Apr 17, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q4 2024 | $1.4B | 711 | Jan 24, 2025 | 13F-HR | changes · EDGAR ↗ |
| Q3 2024 | $1.3B | 635 | Oct 17, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q2 2024 | $1.2B | 608 | Jul 24, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q1 2024 | $1.3B | 647 | Apr 19, 2024 | 13F-HR | changes · EDGAR ↗ |
| Q4 2023 | $1.2B | 621 | Jan 23, 2024 | 13F-HR | changes · EDGAR ↗ |
13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.