Centerpoint Advisory Group has filed its quarterly report detailing its institutional holdings as of September 30, 2026. This filing is significant as it provides a snapshot of the company's investment strategies and positions, which could influence its standing in the advisory industry.

Background

Centerpoint Advisory Group is an institutional investment manager based in Overland Park, Kansas. The company, which operates under the Central Index Key (CIK) 0002054093, specializes in asset management and advisory services. Recent filings include a 13F-HR report filed on October 23, 2026, and prior reports dating back to August 5, 2026.

What the Filing Says

The recent filing, designated as a 13F-HR, reflects the institutional holdings of Centerpoint Advisory Group as of the end of September 2026. Specific details regarding the holdings were not disclosed in the filing.

Impact

This filing may affect various stakeholders, including investors, analysts, and competitors in the advisory sector. The insights provided could inform investment strategies and market positioning for other firms in the industry.

What's Next

The filing does not say what happens next.

Filing Details

The 13F-HR filing was submitted on October 23, 2026, and accepted by the SEC on the same day at 16:53:18. This report covers the period ending September 30, 2026, and includes a total of two documents associated with the filing.

Company Information

Centerpoint Advisory Group is registered under the Central Index Key (CIK) number 0002054093 and has an Employer Identification Number (EIN) of 921076124. The firm is incorporated in Kansas and has a fiscal year ending on December 31. Its business address is located at 7450 W. 130th Street, Suite 410, Overland Park, KS 66213, with a contact number of 913-685-3001.

Document Availability

The filing includes several document formats, such as primary documents and an information table. These documents are accessible in both HTML and XML formats, allowing for detailed examination of the reported holdings and investment strategies.

Missing Information

The filing does not include specific details about the individual institutional holdings or the overall value of the assets under management, which are typically found in the information table of a 13F filing. Additionally, there are no insights into the investment strategies or changes in positions from previous quarters.