Skip to content
Disclosery

TrinityPoint Wealth, LLC: ITB position timeline

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

TrinityPoint Wealth, LLC held 1,955 ITB 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 1,955 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $202,079.

    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 2,005 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $254,776.

    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 2,155 shares
    Change vs previous 13F -50 shares

    0.03% of the 13F portfolio, value $217,737.

    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 2,205 shares
    Change vs previous 13F -230 shares

    0.04% of the 13F portfolio, value $255,219.

    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 2,435 shares
    Change vs previous 13F -150 shares

    0.04% of the 13F portfolio, value $247,665.

    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 2,585 shares
    Change vs previous 13F -200 shares

    0.04% of the 13F portfolio, value $202,860.

    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 2,785 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $237,985.

    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).