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TrinityPoint Wealth, LLC: BSCQ position timeline

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

TrinityPoint Wealth, LLC held 24,067 BSCQ 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 24,067 shares
    Change vs previous 13F +7,347 shares

    0.07% of the 13F portfolio, value $467,623.

    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 16,720 shares
    Change vs previous 13F +4,466 shares

    0.05% of the 13F portfolio, value $327,039.

    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 12,254 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $234,962.

    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).