Ownership history in Towerpoint Wealth, LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Towerpoint Wealth, LLC reported a position in FEDERATED HERMES ETF TRUST (FSCC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 25,464 | +1,242 | +5.1% | 0.30% | $764K | $30.01 |
| 2025 Q3 | ADDED | 24,222 | +7,243 | +42.7% | 0.29% | $716K | $29.49 |
| 2025 Q2 | ADDED | 16,979 | +3,318 | +24.3% | 0.20% | $443K | $26.01 |
| 2025 Q1 | ADDED | 13,661 | +2,970 | +27.8% | 0.16% | $321K | $23.47 |
| 2024 Q4 | INITIATED | 10,691 | — | — | 0.14% | $279K | $26.03 |
As of 2025 Q4 — sorted by position size