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TrinityPoint Wealth, LLC: JMBS position timeline

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

TrinityPoint Wealth, LLC held 25,194 JMBS 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 25,194 shares
    Change vs previous 13F -3,462 shares

    0.16% of the 13F portfolio, value $1,113,075.

    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 28,656 shares
    Change vs previous 13F -666 shares

    0.19% of the 13F portfolio, value $1,336,820.

    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 29,322 shares
    Change vs previous 13F +602 shares

    0.2% of the 13F portfolio, value $1,309,230.

    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 28,720 shares
    Change vs previous 13F -1,675 shares

    0.21% of the 13F portfolio, value $1,295,260.

    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 30,395 shares
    Change vs previous 13F +20,132 shares

    0.25% of the 13F portfolio, value $1,396,345.

    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 10,263 shares
    Change vs previous 13F +5,626 shares

    0.09% of the 13F portfolio, value $445,419.

    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 4,637 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $212,189.

    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).