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TrinityPoint Wealth, LLC: CSCO position timeline

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

TrinityPoint Wealth, LLC held 21,363 CSCO 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 21,363 shares
    Change vs previous 13F +1,247 shares

    0.18% of the 13F portfolio, value $1,264,677.

    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 20,116 shares
    Change vs previous 13F -115 shares

    0.15% of the 13F portfolio, value $1,070,595.

    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 20,231 shares
    Change vs previous 13F +1,146 shares

    0.15% of the 13F portfolio, value $961,187.

    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 19,085 shares
    Change vs previous 13F -12,422 shares

    0.16% of the 13F portfolio, value $952,534.

    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 31,507 shares
    Change vs previous 13F -4,013 shares

    0.29% of the 13F portfolio, value $1,591,719.

    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 35,520 shares
    Change vs previous 13F -209 shares

    0.38% of the 13F portfolio, value $1,909,562.

    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).

  7. period ended2023-06-30
    13F 35,729 shares
    Change vs previous 13F +1,127 shares

    0.36% of the 13F portfolio, value $1,848,617.

    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 34,602 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $1,808,808.

    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).