TrinityPoint Wealth, LLC: ET position timeline

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

TrinityPoint Wealth, LLC held 25,194 ET shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

period ended2024-12-31
13F 25,194 shares
Change vs previous 13F +772 shares
0.07% of the 13F portfolio, value $493,543.
13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 24,422 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $391,975.
13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).