Current Market Value 208,227,737
Current Holdings 70
Most Recent File Date 2025-07-09
Total Filings on Record 15
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Shore 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)
2025-07-09 2025-06-30 13F-HR 70 208,228
2025-04-24 2025-03-31 13F-HR 66 188,927
2025-01-16 2024-12-31 13F-HR 64 185,964
2024-10-10 2024-09-30 13F-HR 63 186,758
2024-07-16 2024-06-30 13F-HR 58 176,099
2024-04-30 2024-03-31 13F-HR 59 175,219
2024-02-07 2023-12-31 13F-HR 56 161,486
2023-10-16 2023-09-30 13F-HR 49 138,144
2023-07-14 2023-06-30 13F-HR 49 140,163
2023-04-17 2023-03-31 13F-HR 48 131,903
2023-01-19 2022-12-31 13F-HR 47 121,623
2022-11-01 2022-09-30 13F-HR 35 102,496
2022-07-21 2022-06-30 13F-HR 37 106,983
2022-04-26 2022-03-31 13F-HR 36 115,222
2022-02-10 2021-12-31 13F-HR 214 120,234