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TrinityPoint Wealth, LLC: GOOG position timeline

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

TrinityPoint Wealth, LLC held 151,286 GOOG 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 151,286 shares
    Change vs previous 13F -375 shares

    4.05% of the 13F portfolio, value $28,810,975.

    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 151,661 shares
    Change vs previous 13F -449 shares

    3.65% of the 13F portfolio, value $25,356,127.

    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 152,110 shares
    Change vs previous 13F +3,630 shares

    4.36% of the 13F portfolio, value $27,899,991.

    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 148,480 shares
    Change vs previous 13F -23,616 shares

    3.74% of the 13F portfolio, value $22,607,495.

    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 172,096 shares
    Change vs previous 13F -11,675 shares

    4.39% of the 13F portfolio, value $24,253,424.

    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 183,771 shares
    Change vs previous 13F -615 shares

    4.83% of the 13F portfolio, value $24,230,146.

    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 184,386 shares
    Change vs previous 13F -332 shares

    4.35% of the 13F portfolio, value $22,305,119.

    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 184,718 shares
    Change vs previous 13F not available

    4.12% of the 13F portfolio, value $19,210,624.

    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).