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Disclosery

TrinityPoint Wealth, LLC: IJH position timeline

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

TrinityPoint Wealth, LLC held 30,277 IJH 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 30,277 shares
    Change vs previous 13F +974 shares

    0.27% of the 13F portfolio, value $1,886,575.

    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 29,303 shares
    Change vs previous 13F +2,117 shares

    0.26% of the 13F portfolio, value $1,826,186.

    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 27,186 shares
    Change vs previous 13F +602 shares

    0.25% of the 13F portfolio, value $1,590,915.

    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 26,584 shares
    Change vs previous 13F +21,473 shares

    0.27% of the 13F portfolio, value $1,614,694.

    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 5,111 shares
    Change vs previous 13F +57 shares

    0.26% of the 13F portfolio, value $1,416,607.

    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 5,054 shares
    Change vs previous 13F +3,408 shares

    0.25% of the 13F portfolio, value $1,260,215.

    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 1,646 shares
    Change vs previous 13F +139 shares

    0.08% of the 13F portfolio, value $430,396.

    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 1,507 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $377,054.

    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).