TrinityPoint Wealth, LLC: MTD position timeline

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

TrinityPoint Wealth, LLC held 0 MTD shares at 2023-06-30 per its 13F-HR filed 2023-08-07.

the latest 13F is the newest step

period ended2023-06-30
13F 0 shares
Change vs previous 13F -150 shares
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).
Exited: the 13F for this period no longer lists the position.
period ended2023-03-31
13F 150 shares
Change vs previous 13F not available
0.05% of the 13F portfolio, value $229,532.
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).