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Disclosery

TrinityPoint Wealth, LLC: ADP position timeline

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

TrinityPoint Wealth, LLC held 6,323 ADP 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 6,323 shares
    Change vs previous 13F +24 shares

    0.26% of the 13F portfolio, value $1,851,043.

    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 6,299 shares
    Change vs previous 13F +5 shares

    0.25% of the 13F portfolio, value $1,743,116.

    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 6,294 shares
    Change vs previous 13F -2 shares

    0.23% of the 13F portfolio, value $1,502,212.

    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 6,296 shares
    Change vs previous 13F -7 shares

    0.26% of the 13F portfolio, value $1,572,323.

    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 6,303 shares
    Change vs previous 13F -24 shares

    0.27% of the 13F portfolio, value $1,468,401.

    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 6,327 shares
    Change vs previous 13F +8 shares

    0.3% of the 13F portfolio, value $1,522,080.

    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 6,319 shares
    Change vs previous 13F +29 shares

    0.27% of the 13F portfolio, value $1,388,957.

    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 6,290 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,400,396.

    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).