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TrinityPoint Wealth, LLC: AMGN position timeline

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

TrinityPoint Wealth, LLC held 8,846 AMGN 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 8,846 shares
    Change vs previous 13F +477 shares

    0.32% of the 13F portfolio, value $2,305,621.

    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 8,369 shares
    Change vs previous 13F +63 shares

    0.39% of the 13F portfolio, value $2,696,470.

    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 8,306 shares
    Change vs previous 13F +298 shares

    0.41% of the 13F portfolio, value $2,595,174.

    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 8,008 shares
    Change vs previous 13F +191 shares

    0.38% of the 13F portfolio, value $2,276,922.

    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 7,817 shares
    Change vs previous 13F -87 shares

    0.41% of the 13F portfolio, value $2,251,408.

    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 7,904 shares
    Change vs previous 13F +192 shares

    0.42% of the 13F portfolio, value $2,124,218.

    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 7,712 shares
    Change vs previous 13F +424 shares

    0.33% of the 13F portfolio, value $1,712,184.

    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 7,288 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,761,874.

    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).