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TrinityPoint Wealth, LLC: ELV position timeline

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

TrinityPoint Wealth, LLC held 4,771 ELV 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 4,771 shares
    Change vs previous 13F -1,457 shares

    0.25% of the 13F portfolio, value $1,760,022.

    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 6,228 shares
    Change vs previous 13F -7 shares

    0.47% of the 13F portfolio, value $3,238,754.

    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 6,235 shares
    Change vs previous 13F -5 shares

    0.53% of the 13F portfolio, value $3,378,645.

    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 6,240 shares
    Change vs previous 13F -2 shares

    0.54% of the 13F portfolio, value $3,235,443.

    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 6,242 shares
    Change vs previous 13F +10 shares

    0.53% of the 13F portfolio, value $2,943,527.

    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 6,232 shares
    Change vs previous 13F +1,387 shares

    0.54% of the 13F portfolio, value $2,713,561.

    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 4,845 shares
    Change vs previous 13F -21 shares

    0.42% of the 13F portfolio, value $2,152,585.

    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 4,866 shares
    Change vs previous 13F not available

    0.48% of the 13F portfolio, value $2,237,435.

    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).