TrinityPoint Wealth, LLC: ENB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrinityPoint Wealth, LLC on ENB, newest first. How the timeline and the estimate are built.
TrinityPoint Wealth, LLC held 14,285 ENB shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 14,285 sharesChange vs previous 13F +97 shares
0.09% of the 13F portfolio, value $606,122.
13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 14,188 sharesChange vs previous 13F +3,107 shares
0.08% of the 13F portfolio, value $576,176.
13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 11,081 sharesChange vs previous 13F +4,572 shares
0.06% of the 13F portfolio, value $394,358.
13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 6,509 sharesChange vs previous 13F -459 shares
0.04% of the 13F portfolio, value $235,496.
13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 6,968 sharesChange vs previous 13F +107 shares
0.05% of the 13F portfolio, value $250,985.
13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 6,861 sharesChange vs previous 13F -183 shares
0.05% of the 13F portfolio, value $227,706.
13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 7,044 sharesChange vs previous 13F +143 shares
0.05% of the 13F portfolio, value $261,679.
13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 6,901 sharesChange vs previous 13F not available
0.06% of the 13F portfolio, value $263,261.
13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).