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Disclosery

TrinityPoint Wealth, LLC: INCY position timeline

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

TrinityPoint Wealth, LLC held 21,355 INCY 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 21,355 shares
    Change vs previous 13F +717 shares

    0.21% of the 13F portfolio, value $1,474,990.

    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 20,638 shares
    Change vs previous 13F +679 shares

    0.2% of the 13F portfolio, value $1,364,172.

    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 19,959 shares
    Change vs previous 13F +1,828 shares

    0.19% of the 13F portfolio, value $1,209,915.

    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 18,131 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,032,923.

    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).