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Disclosery

TrinityPoint Wealth, LLC: IJR position timeline

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

TrinityPoint Wealth, LLC held 31,014 IJR 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 31,014 shares
    Change vs previous 13F +298 shares

    0.5% of the 13F portfolio, value $3,573,420.

    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 30,716 shares
    Change vs previous 13F +2,279 shares

    0.52% of the 13F portfolio, value $3,592,548.

    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 28,437 shares
    Change vs previous 13F +1,772 shares

    0.47% of the 13F portfolio, value $3,033,046.

    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 26,665 shares
    Change vs previous 13F +2,806 shares

    0.49% of the 13F portfolio, value $2,946,991.

    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 23,859 shares
    Change vs previous 13F +4,216 shares

    0.47% of the 13F portfolio, value $2,582,771.

    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 19,643 shares
    Change vs previous 13F +1,097 shares

    0.37% of the 13F portfolio, value $1,852,956.

    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 18,546 shares
    Change vs previous 13F +1,273 shares

    0.36% of the 13F portfolio, value $1,848,067.

    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 17,273 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,670,305.

    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).