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Disclosery

TrinityPoint Wealth, LLC: LOW position timeline

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

TrinityPoint Wealth, LLC held 7,237 LOW 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 7,237 shares
    Change vs previous 13F +103 shares

    0.25% of the 13F portfolio, value $1,786,132.

    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 7,134 shares
    Change vs previous 13F -151 shares

    0.28% of the 13F portfolio, value $1,932,138.

    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 7,285 shares
    Change vs previous 13F +146 shares

    0.25% of the 13F portfolio, value $1,606,071.

    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 7,139 shares
    Change vs previous 13F +252 shares

    0.3% of the 13F portfolio, value $1,818,412.

    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 6,887 shares
    Change vs previous 13F +101 shares

    0.28% of the 13F portfolio, value $1,532,716.

    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 6,786 shares
    Change vs previous 13F +14 shares

    0.28% of the 13F portfolio, value $1,410,463.

    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 6,772 shares
    Change vs previous 13F -95 shares

    0.3% of the 13F portfolio, value $1,528,376.

    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 6,867 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,373,222.

    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).