Skip to content
Disclosery

TrinityPoint Wealth, LLC: EMXC position timeline

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

TrinityPoint Wealth, LLC held 22,222 EMXC 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 22,222 shares
    Change vs previous 13F -1,517 shares

    0.17% of the 13F portfolio, value $1,232,223.

    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 23,739 shares
    Change vs previous 13F +3,691 shares

    0.21% of the 13F portfolio, value $1,450,710.

    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 20,048 shares
    Change vs previous 13F +2,128 shares

    0.19% of the 13F portfolio, value $1,186,861.

    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 17,920 shares
    Change vs previous 13F +3,166 shares

    0.17% of the 13F portfolio, value $1,031,651.

    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 14,754 shares
    Change vs previous 13F +126 shares

    0.15% of the 13F portfolio, value $817,516.

    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 14,628 shares
    Change vs previous 13F +2,902 shares

    0.15% of the 13F portfolio, value $728,922.

    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 11,726 shares
    Change vs previous 13F +2,150 shares

    0.12% of the 13F portfolio, value $609,527.

    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 9,576 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $472,395.

    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).