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Disclosery

TrinityPoint Wealth, LLC: IP position timeline

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

TrinityPoint Wealth, LLC held 9,339 IP 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 9,339 shares
    Change vs previous 13F +7 shares

    0.07% of the 13F portfolio, value $502,611.

    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 9,332 shares
    Change vs previous 13F +8 shares

    0.07% of the 13F portfolio, value $455,852.

    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 9,324 shares
    Change vs previous 13F -66 shares

    0.06% of the 13F portfolio, value $402,319.

    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 9,390 shares
    Change vs previous 13F -215 shares

    0.06% of the 13F portfolio, value $366,408.

    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 9,605 shares
    Change vs previous 13F +608 shares

    0.06% of the 13F portfolio, value $347,214.

    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 8,997 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $319,121.

    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).