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Disclosery

TrinityPoint Wealth, LLC: CRM position timeline

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

TrinityPoint Wealth, LLC held 8,092 CRM 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 8,092 shares
    Change vs previous 13F +158 shares

    0.38% of the 13F portfolio, value $2,705,467.

    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 7,934 shares
    Change vs previous 13F +424 shares

    0.31% of the 13F portfolio, value $2,171,653.

    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 7,510 shares
    Change vs previous 13F -465 shares

    0.3% of the 13F portfolio, value $1,930,838.

    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 7,975 shares
    Change vs previous 13F -61 shares

    0.4% of the 13F portfolio, value $2,401,911.

    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 8,036 shares
    Change vs previous 13F +133 shares

    0.38% of the 13F portfolio, value $2,114,593.

    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 7,903 shares
    Change vs previous 13F -628 shares

    0.32% of the 13F portfolio, value $1,602,570.

    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 8,531 shares
    Change vs previous 13F -16 shares

    0.35% of the 13F portfolio, value $1,802,259.

    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 8,547 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $1,707,520.

    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).