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TrinityPoint Wealth, LLC: IJT position timeline

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

TrinityPoint Wealth, LLC held 1,491 IJT 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 1,491 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $201,887.

    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 ยง4.2).