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Disclosery

TrinityPoint Wealth, LLC: HD position timeline

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

TrinityPoint Wealth, LLC held 11,338 HD 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 11,338 shares
    Change vs previous 13F +372 shares

    0.62% of the 13F portfolio, value $4,410,465.

    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 10,966 shares
    Change vs previous 13F +87 shares

    0.64% of the 13F portfolio, value $4,443,474.

    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 10,879 shares
    Change vs previous 13F +544 shares

    0.59% of the 13F portfolio, value $3,744,950.

    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 10,335 shares
    Change vs previous 13F +495 shares

    0.66% of the 13F portfolio, value $3,964,553.

    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 9,840 shares
    Change vs previous 13F +387 shares

    0.62% of the 13F portfolio, value $3,409,945.

    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 9,453 shares
    Change vs previous 13F +178 shares

    0.57% of the 13F portfolio, value $2,856,441.

    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 9,275 shares
    Change vs previous 13F +429 shares

    0.56% of the 13F portfolio, value $2,881,121.

    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 8,846 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,610,762.

    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).