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TrinityPoint Wealth, LLC: IEUR position timeline

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

TrinityPoint Wealth, LLC held 24,470 IEUR 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 24,470 shares
    Change vs previous 13F +2,493 shares

    0.19% of the 13F portfolio, value $1,320,874.

    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 21,977 shares
    Change vs previous 13F +983 shares

    0.19% of the 13F portfolio, value $1,339,035.

    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 20,994 shares
    Change vs previous 13F -486 shares

    0.19% of the 13F portfolio, value $1,195,586.

    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 21,480 shares
    Change vs previous 13F +846 shares

    0.21% of the 13F portfolio, value $1,242,604.

    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 20,634 shares
    Change vs previous 13F +784 shares

    0.21% of the 13F portfolio, value $1,135,270.

    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 19,850 shares
    Change vs previous 13F +159 shares

    0.2% of the 13F portfolio, value $985,773.

    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 19,691 shares
    Change vs previous 13F +608 shares

    0.2% of the 13F portfolio, value $1,036,361.

    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 19,083 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $999,566.

    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).