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Disclosery

TrinityPoint Wealth, LLC: EWJ position timeline

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

TrinityPoint Wealth, LLC held 31,599 EWJ 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 31,599 shares
    Change vs previous 13F +1,833 shares

    0.3% of the 13F portfolio, value $2,120,281.

    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 29,766 shares
    Change vs previous 13F +349 shares

    0.31% of the 13F portfolio, value $2,129,462.

    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 29,417 shares
    Change vs previous 13F -43 shares

    0.31% of the 13F portfolio, value $2,007,423.

    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 29,460 shares
    Change vs previous 13F +100 shares

    0.35% of the 13F portfolio, value $2,101,967.

    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 29,360 shares
    Change vs previous 13F -2,502 shares

    0.34% of the 13F portfolio, value $1,883,146.

    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 31,862 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,920,942.

    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).