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Disclosery

TrinityPoint Wealth, LLC: DVN position timeline

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

TrinityPoint Wealth, LLC held 38,740 DVN 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 38,740 shares
    Change vs previous 13F -25,226 shares

    0.18% of the 13F portfolio, value $1,267,946.

    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 63,966 shares
    Change vs previous 13F +18,431 shares

    0.36% of the 13F portfolio, value $2,502,348.

    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 45,535 shares
    Change vs previous 13F -332 shares

    0.34% of the 13F portfolio, value $2,158,340.

    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 45,867 shares
    Change vs previous 13F +208 shares

    0.38% of the 13F portfolio, value $2,301,626.

    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 45,659 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $2,068,348.

    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).