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Disclosery

TrinityPoint Wealth, LLC: BRK-B position timeline

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

TrinityPoint Wealth, LLC held 9,560 BRK-B 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 9,560 shares
    Change vs previous 13F -253 shares

    0.61% of the 13F portfolio, value $4,333,357.

    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 9,813 shares
    Change vs previous 13F -99 shares

    0.65% of the 13F portfolio, value $4,516,531.

    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 9,912 shares
    Change vs previous 13F +2,076 shares

    0.63% of the 13F portfolio, value $4,032,202.

    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 7,836 shares
    Change vs previous 13F +209 shares

    0.55% of the 13F portfolio, value $3,295,195.

    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 7,627 shares
    Change vs previous 13F -109 shares

    0.49% of the 13F portfolio, value $2,720,246.

    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 7,736 shares
    Change vs previous 13F -4 shares

    0.54% of the 13F portfolio, value $2,709,921.

    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 7,740 shares
    Change vs previous 13F +52 shares

    0.52% of the 13F portfolio, value $2,639,340.

    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 7,688 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,373,824.

    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).