TrinityPoint Wealth, LLC: MBB position timeline

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

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

the latest 13F is the newest step

period ended2023-12-31
13F/A 0 shares
Change vs previous 13F -6,962 shares
13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
period ended2023-09-30
13F 6,962 shares
Change vs previous 13F +147 shares
0.12% of the 13F portfolio, value $618,187.
13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-06-30
13F 6,815 shares
Change vs previous 13F +782 shares
0.12% of the 13F portfolio, value $635,632.
13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2023-03-31
13F 6,033 shares
Change vs previous 13F not available
0.12% of the 13F portfolio, value $571,520.
13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC
Acceptance time not in the bulk data set (spec §4.2).