Skip to content
Disclosery

TrinityPoint Wealth, LLC: ADBE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrinityPoint Wealth, LLC on ADBE, newest first. How the timeline and the estimate are built.

TrinityPoint Wealth, LLC held 967 ADBE shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 967 shares
    Change vs previous 13F +142 shares

    0.06% of the 13F portfolio, value $430,052.

    13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 825 shares
    Change vs previous 13F +9 shares

    0.06% of the 13F portfolio, value $427,221.

    13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 816 shares
    Change vs previous 13F +23 shares

    0.07% of the 13F portfolio, value $453,377.

    13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 793 shares
    Change vs previous 13F -304 shares

    0.07% of the 13F portfolio, value $400,148.

    13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F/A 1,097 shares
    Change vs previous 13F +32 shares

    0.12% of the 13F portfolio, value $654,470.

    13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 1,065 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $543,044.

    13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 1,065 shares
    Change vs previous 13F -6 shares

    0.1% of the 13F portfolio, value $520,774.

    13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 1,071 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $412,731.

    13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).