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Disclosery

TrinityPoint Wealth, LLC: MU position timeline

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

TrinityPoint Wealth, LLC held 62,092 MU 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 62,092 shares
    Change vs previous 13F +4,106 shares

    0.73% of the 13F portfolio, value $5,225,684.

    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 57,986 shares
    Change vs previous 13F +1,959 shares

    0.86% of the 13F portfolio, value $6,013,765.

    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 56,027 shares
    Change vs previous 13F -260 shares

    1.15% of the 13F portfolio, value $7,369,280.

    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 56,287 shares
    Change vs previous 13F +21,747 shares

    1.1% of the 13F portfolio, value $6,635,666.

    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 34,540 shares
    Change vs previous 13F +8,736 shares

    0.53% of the 13F portfolio, value $2,947,632.

    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 25,804 shares
    Change vs previous 13F -58 shares

    0.35% of the 13F portfolio, value $1,755,437.

    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 25,862 shares
    Change vs previous 13F -369 shares

    0.32% of the 13F portfolio, value $1,632,137.

    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 26,231 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,582,767.

    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).