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Disclosery

TrinityPoint Wealth, LLC: HAL position timeline

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

TrinityPoint Wealth, LLC held 57,624 HAL 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 57,624 shares
    Change vs previous 13F +5,178 shares

    0.22% of the 13F portfolio, value $1,566,789.

    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 52,446 shares
    Change vs previous 13F -171 shares

    0.22% of the 13F portfolio, value $1,523,550.

    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 52,617 shares
    Change vs previous 13F -1,125 shares

    0.28% of the 13F portfolio, value $1,777,408.

    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 53,742 shares
    Change vs previous 13F +6,884 shares

    0.35% of the 13F portfolio, value $2,118,509.

    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 46,858 shares
    Change vs previous 13F -1,646 shares

    0.31% of the 13F portfolio, value $1,693,910.

    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 48,504 shares
    Change vs previous 13F -231 shares

    0.39% of the 13F portfolio, value $1,964,404.

    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 48,735 shares
    Change vs previous 13F -808 shares

    0.31% of the 13F portfolio, value $1,607,770.

    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 49,543 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,567,547.

    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).