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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

  1. period ended2024-12-31
    13F 33,890 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-09-30
    13F 33,176 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-06-30
    13F 31,739 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-03-31
    13F 41,390 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-12-31
    13F/A 91,118 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-09-30
    13F 102,272 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-06-30
    13F 146,156 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-03-31
    13F 149,954 shares
    Change 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), ingested

    Acceptance time not in the bulk data set (spec §4.2).