Current Market Value 389,262,656
Current Holdings 86
Most Recent File Date 2025-08-11
Total Filings on Record 28
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Guidance Point 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.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-08-11 2025-06-30 13F-HR 86 389,263
2025-05-14 2025-03-31 13F-HR 84 351,137
2025-02-12 2024-12-31 13F-HR 85 355,721
2024-10-30 2024-09-30 13F-HR 86 342,474
2024-07-26 2024-06-30 13F-HR 82 320,287
2024-05-10 2024-03-31 13F-HR 86 306,512
2024-01-30 2023-12-31 13F-HR 67 270,380
2023-11-06 2023-09-30 13F-HR 74 245,645
2023-11-06 2023-06-30 13F-HR/A 1 R 77 260,395
2023-07-24 2023-06-30 13F-HR 77 260,395
2023-04-20 2023-03-31 13F-HR 78 247,999
2023-01-18 2022-12-31 13F-HR 78 236,171
2022-10-14 2022-09-30 13F-HR 83 219,100
2022-07-28 2022-06-30 13F-HR 84 231,759
2022-05-05 2022-03-31 13F-HR 92 264,045
2022-01-28 2021-12-31 13F-HR 89 275,969
2021-10-20 2021-09-30 13F-HR 442 274,001
2021-07-20 2021-06-30 13F-HR 87 257,522
2021-04-30 2021-03-31 13F-HR 85 241,187
2021-01-15 2020-12-31 13F-HR 83 217,564
2020-10-16 2020-09-30 13F-HR 79 181,389
2020-08-03 2020-06-30 13F-HR 76 179,916
2020-04-30 2020-03-31 13F-HR 62 153,728
2020-01-15 2019-12-31 13F-HR 65 204,768
2019-10-08 2019-09-30 13F-HR 61 182,600
2019-08-05 2019-06-30 13F-HR 60 176,792
2019-05-06 2019-03-31 13F-HR 62 169,454
2019-02-13 2018-12-31 13F-HR 62 153,943