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Disclosery

TrinityPoint Wealth, LLC: COM position timeline

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

TrinityPoint Wealth, LLC held 37,993 COM 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 37,993 shares
    Change vs previous 13F -1,374 shares

    0.15% of the 13F portfolio, value $1,075,962.

    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 39,367 shares
    Change vs previous 13F -405 shares

    0.16% of the 13F portfolio, value $1,131,408.

    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 39,772 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,149,964.

    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 39,772 shares
    Change vs previous 13F -3,217 shares

    0.19% of the 13F portfolio, value $1,125,548.

    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 42,989 shares
    Change vs previous 13F -412 shares

    0.22% of the 13F portfolio, value $1,195,301.

    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 43,401 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,288,562.

    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).