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Disclosery

TrinityPoint Wealth, LLC: COP position timeline

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

TrinityPoint Wealth, LLC held 3,520 COP 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 3,520 shares
    Change vs previous 13F -9,559 shares

    0.05% of the 13F portfolio, value $349,103.

    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 13,079 shares
    Change vs previous 13F -76 shares

    0.2% of the 13F portfolio, value $1,376,967.

    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 13,155 shares
    Change vs previous 13F +123 shares

    0.24% of the 13F portfolio, value $1,504,696.

    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 13,032 shares
    Change vs previous 13F +808 shares

    0.27% of the 13F portfolio, value $1,658,743.

    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 12,224 shares
    Change vs previous 13F -32 shares

    0.26% of the 13F portfolio, value $1,418,860.

    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 12,256 shares
    Change vs previous 13F +96 shares

    0.29% of the 13F portfolio, value $1,468,271.

    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 12,160 shares
    Change vs previous 13F -124 shares

    0.25% of the 13F portfolio, value $1,259,902.

    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 12,284 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,218,670.

    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).