TrinityPoint Wealth, LLC: ABBV position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrinityPoint Wealth, LLC on ABBV, newest first. How the timeline and the estimate are built.
TrinityPoint Wealth, LLC held 58,169 ABBV shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 58,169 sharesChange vs previous 13F +318 shares
1.45% of the 13F portfolio, value $10,336,643.
13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 57,851 sharesChange vs previous 13F +31 shares
1.64% of the 13F portfolio, value $11,424,364.
13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 57,820 sharesChange vs previous 13F -863 shares
1.55% of the 13F portfolio, value $9,917,265.
13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 58,683 sharesChange vs previous 13F +653 shares
1.77% of the 13F portfolio, value $10,686,141.
13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 58,030 sharesChange vs previous 13F -4,151 shares
1.63% of the 13F portfolio, value $8,992,844.
13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 62,181 sharesChange vs previous 13F +666 shares
1.85% of the 13F portfolio, value $9,268,731.
13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 61,515 sharesChange vs previous 13F +1,273 shares
1.62% of the 13F portfolio, value $8,287,953.
13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 60,242 sharesChange vs previous 13F not available
2.06% of the 13F portfolio, value $9,600,699.
13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).