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Disclosery

TrinityPoint Wealth, LLC: IEF position timeline

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

TrinityPoint Wealth, LLC held 35,805 IEF 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 35,805 shares
    Change vs previous 13F -11,212 shares

    0.47% of the 13F portfolio, value $3,310,158.

    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 47,017 shares
    Change vs previous 13F +965 shares

    0.66% of the 13F portfolio, value $4,613,274.

    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 46,052 shares
    Change vs previous 13F +1,389 shares

    0.67% of the 13F portfolio, value $4,312,796.

    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 44,663 shares
    Change vs previous 13F +11,292 shares

    0.7% of the 13F portfolio, value $4,227,845.

    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 33,371 shares
    Change vs previous 13F +15,222 shares

    0.58% of the 13F portfolio, value $3,216,615.

    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 18,149 shares
    Change vs previous 13F +8,494 shares

    0.33% of the 13F portfolio, value $1,662,245.

    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 9,655 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $932,673.

    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).