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Disclosery

TrinityPoint Wealth, LLC: IJS position timeline

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

TrinityPoint Wealth, LLC held 79,920 IJS 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 79,920 shares
    Change vs previous 13F +10,235 shares

    1.22% of the 13F portfolio, value $8,680,133.

    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 69,685 shares
    Change vs previous 13F +29,512 shares

    1.08% of the 13F portfolio, value $7,502,259.

    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 40,173 shares
    Change vs previous 13F +7,052 shares

    0.61% of the 13F portfolio, value $3,907,587.

    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 33,121 shares
    Change vs previous 13F +30,555 shares

    0.56% of the 13F portfolio, value $3,403,494.

    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 2,566 shares
    Change vs previous 13F -197 shares

    0.05% of the 13F portfolio, value $264,492.

    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 2,763 shares
    Change vs previous 13F +254 shares

    0.05% of the 13F portfolio, value $246,521.

    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 2,509 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $238,588.

    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).