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Disclosery

TrinityPoint Wealth, LLC: CR position timeline

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

TrinityPoint Wealth, LLC held 1,444 CR 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 1,444 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $219,127.

    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 1,444 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $228,556.

    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 1,444 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $209,351.

    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).