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Disclosery

TrinityPoint Wealth, LLC: IYY position timeline

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

TrinityPoint Wealth, LLC held 18,946 IYY 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 18,946 shares
    Change vs previous 13F -994 shares

    0.38% of the 13F portfolio, value $2,710,945.

    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 19,940 shares
    Change vs previous 13F -791 shares

    0.4% of the 13F portfolio, value $2,783,385.

    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 20,731 shares
    Change vs previous 13F -49 shares

    0.43% of the 13F portfolio, value $2,742,893.

    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 20,780 shares
    Change vs previous 13F -27 shares

    0.44% of the 13F portfolio, value $2,661,671.

    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 20,807 shares
    Change vs previous 13F -558 shares

    0.44% of the 13F portfolio, value $2,424,604.

    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 21,365 shares
    Change vs previous 13F -345 shares

    0.44% of the 13F portfolio, value $2,232,181.

    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 21,710 shares
    Change vs previous 13F -156 shares

    0.46% of the 13F portfolio, value $2,351,809.

    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 21,866 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,188,097.

    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).