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Disclosery

TrinityPoint Wealth, LLC: COST position timeline

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

TrinityPoint Wealth, LLC held 2,217 COST 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 2,217 shares
    Change vs previous 13F +16 shares

    0.29% of the 13F portfolio, value $2,030,989.

    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 2,201 shares
    Change vs previous 13F -360 shares

    0.28% of the 13F portfolio, value $1,951,336.

    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 2,561 shares
    Change vs previous 13F -52 shares

    0.34% of the 13F portfolio, value $2,177,028.

    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 2,613 shares
    Change vs previous 13F +138 shares

    0.32% of the 13F portfolio, value $1,914,456.

    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 2,475 shares
    Change vs previous 13F +332 shares

    0.3% of the 13F portfolio, value $1,633,449.

    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 2,143 shares
    Change vs previous 13F +9 shares

    0.24% of the 13F portfolio, value $1,210,822.

    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 2,134 shares
    Change vs previous 13F +18 shares

    0.22% of the 13F portfolio, value $1,148,868.

    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 2,116 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $1,051,209.

    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).