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Disclosery

TrinityPoint Wealth, LLC: BX position timeline

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

TrinityPoint Wealth, LLC held 15,896 BX 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 15,896 shares
    Change vs previous 13F +59 shares

    0.39% of the 13F portfolio, value $2,740,711.

    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 15,837 shares
    Change vs previous 13F -64 shares

    0.35% of the 13F portfolio, value $2,425,163.

    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 15,901 shares
    Change vs previous 13F -1,008 shares

    0.31% of the 13F portfolio, value $1,968,513.

    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 16,909 shares
    Change vs previous 13F -768 shares

    0.37% of the 13F portfolio, value $2,221,339.

    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 17,677 shares
    Change vs previous 13F -273 shares

    0.42% of the 13F portfolio, value $2,314,301.

    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 17,950 shares
    Change vs previous 13F -18 shares

    0.38% of the 13F portfolio, value $1,923,187.

    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 17,968 shares
    Change vs previous 13F -202 shares

    0.33% of the 13F portfolio, value $1,670,472.

    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 18,170 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,596,075.

    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).