TrinityPoint Wealth, LLC: OGN position timeline

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

TrinityPoint Wealth, LLC held 0 OGN 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 -10,212 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 10,212 shares
Change vs previous 13F not available
0.04% of the 13F portfolio, value $177,280.
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).