TrinityPoint Wealth, LLC: FELG position timeline

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

TrinityPoint Wealth, LLC held 10,766 FELG 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 10,766 shares
Change vs previous 13F +14 shares
0.05% of the 13F portfolio, value $380,703.
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 10,752 shares
Change vs previous 13F +212 shares
0.05% of the 13F portfolio, value $356,767.
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).
period ended2024-06-30
13F 10,540 shares
Change vs previous 13F +15 shares
0.05% of the 13F portfolio, value $340,032.
13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-03-31
13F 10,525 shares
Change vs previous 13F +720 shares
0.05% of the 13F portfolio, value $311,022.
13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-12-31
13F/A 9,805 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $257,192.
13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).