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Disclosery

TrinityPoint Wealth, LLC: MYI position timeline

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

TrinityPoint Wealth, LLC held 91,560 MYI 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 91,560 shares
    Change vs previous 13F +2,880 shares

    0.14% of the 13F portfolio, value $1,010,818.

    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 88,680 shares
    Change vs previous 13F +147 shares

    0.15% of the 13F portfolio, value $1,064,157.

    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 88,533 shares
    Change vs previous 13F -36,922 shares

    0.15% of the 13F portfolio, value $989,799.

    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 125,455 shares
    Change vs previous 13F +96 shares

    0.24% of the 13F portfolio, value $1,437,712.

    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 125,359 shares
    Change vs previous 13F -39,836 shares

    0.26% of the 13F portfolio, value $1,459,179.

    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 165,195 shares
    Change vs previous 13F -49,630 shares

    0.31% of the 13F portfolio, value $1,577,615.

    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 214,825 shares
    Change vs previous 13F +20,557 shares

    0.46% of the 13F portfolio, value $2,350,189.

    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 194,268 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $2,202,998.

    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).