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Disclosery

TrinityPoint Wealth, LLC: LITE position timeline

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

TrinityPoint Wealth, LLC held 0 LITE shares at 2023-12-31 per its 13F-HR/A filed 2024-02-14.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F/A 0 shares
    Change vs previous 13F -13,764 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  2. period ended2023-09-30
    13F 13,764 shares
    Change vs previous 13F +1,294 shares

    0.12% of the 13F portfolio, value $621,858.

    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).

  3. period ended2023-06-30
    13F 12,470 shares
    Change vs previous 13F -3,288 shares

    0.14% of the 13F portfolio, value $707,423.

    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).

  4. period ended2023-03-31
    13F 15,758 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $851,090.

    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).