TrinityPoint Wealth, LLC: INFL position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrinityPoint Wealth, LLC on INFL, newest first. How the timeline and the estimate are built.
TrinityPoint Wealth, LLC held 33,890 INFL shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 33,890 sharesChange vs previous 13F +714 shares
0.18% of the 13F portfolio, value $1,290,533.
13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 33,176 sharesChange vs previous 13F +1,437 shares
0.18% of the 13F portfolio, value $1,247,074.
13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 31,739 sharesChange vs previous 13F -9,651 shares
0.16% of the 13F portfolio, value $1,037,221.
13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 41,390 sharesChange vs previous 13F -49,728 shares
0.22% of the 13F portfolio, value $1,347,661.
13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 91,118 sharesChange vs previous 13F -11,154 shares
0.52% of the 13F portfolio, value $2,867,494.
13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 102,272 sharesChange vs previous 13F -43,884 shares
0.62% of the 13F portfolio, value $3,113,151.
13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 146,156 sharesChange vs previous 13F -3,798 shares
0.87% of the 13F portfolio, value $4,467,982.
13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 149,954 sharesChange vs previous 13F not available
0.99% of the 13F portfolio, value $4,624,591.
13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).