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TrinityPoint Wealth, LLC: IEI position timeline

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

TrinityPoint Wealth, LLC held 41,289 IEI 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 41,289 shares
    Change vs previous 13F +658 shares

    0.67% of the 13F portfolio, value $4,770,924.

    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 40,631 shares
    Change vs previous 13F +340 shares

    0.7% of the 13F portfolio, value $4,859,700.

    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 40,291 shares
    Change vs previous 13F +1,620 shares

    0.73% of the 13F portfolio, value $4,652,411.

    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 38,671 shares
    Change vs previous 13F +950 shares

    0.74% of the 13F portfolio, value $4,478,508.

    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 37,721 shares
    Change vs previous 13F +1,135 shares

    0.8% of the 13F portfolio, value $4,418,218.

    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 36,586 shares
    Change vs previous 13F -435 shares

    0.82% of the 13F portfolio, value $4,140,047.

    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 37,021 shares
    Change vs previous 13F +1,970 shares

    0.83% of the 13F portfolio, value $4,266,985.

    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 35,051 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $4,123,736.

    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).