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TrinityPoint Wealth, LLC: NKE position timeline

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

TrinityPoint Wealth, LLC held 10,906 NKE 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 10,906 shares
    Change vs previous 13F -17,655 shares

    0.12% of the 13F portfolio, value $825,221.

    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 28,561 shares
    Change vs previous 13F +2,408 shares

    0.36% of the 13F portfolio, value $2,524,830.

    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 26,153 shares
    Change vs previous 13F +4,626 shares

    0.31% of the 13F portfolio, value $1,971,169.

    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 21,527 shares
    Change vs previous 13F -34 shares

    0.33% of the 13F portfolio, value $2,023,138.

    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 21,561 shares
    Change vs previous 13F +166 shares

    0.42% of the 13F portfolio, value $2,340,889.

    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 21,395 shares
    Change vs previous 13F +15,750 shares

    0.41% of the 13F portfolio, value $2,045,772.

    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 5,645 shares
    Change vs previous 13F -55 shares

    0.12% of the 13F portfolio, value $623,034.

    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 5,700 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $699,080.

    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).