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TrinityPoint Wealth, LLC: KVUE position timeline

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

TrinityPoint Wealth, LLC held 77,561 KVUE 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 77,561 shares
    Change vs previous 13F +17,071 shares

    0.23% of the 13F portfolio, value $1,655,931.

    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 60,490 shares
    Change vs previous 13F +1,015 shares

    0.2% of the 13F portfolio, value $1,399,133.

    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 59,475 shares
    Change vs previous 13F -40,767 shares

    0.17% of the 13F portfolio, value $1,081,263.

    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 100,242 shares
    Change vs previous 13F +5,062 shares

    0.36% of the 13F portfolio, value $2,151,183.

    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 95,180 shares
    Change vs previous 13F -13,622 shares

    0.37% of the 13F portfolio, value $2,049,220.

    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 108,802 shares
    Change vs previous 13F +12,876 shares

    0.44% of the 13F portfolio, value $2,184,738.

    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 95,926 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $2,534,365.

    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).