Skip to content
Disclosery

TrinityPoint Wealth, LLC: PDBC position timeline

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

TrinityPoint Wealth, LLC held 12,195 PDBC 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 12,195 shares
    Change vs previous 13F +500 shares

    0.02% of the 13F portfolio, value $158,413.

    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 11,695 shares
    Change vs previous 13F -1,259 shares

    0.02% of the 13F portfolio, value $157,064.

    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 12,954 shares
    Change vs previous 13F 0 shares

    0.03% of the 13F portfolio, value $182,007.

    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 12,954 shares
    Change vs previous 13F -2,388 shares

    0.03% of the 13F portfolio, value $179,675.

    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 15,342 shares
    Change vs previous 13F -2,929 shares

    0.04% of the 13F portfolio, value $204,051.

    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 18,271 shares
    Change vs previous 13F -105,245 shares

    0.05% of the 13F portfolio, value $273,150.

    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 123,516 shares
    Change vs previous 13F -1,319 shares

    0.33% of the 13F portfolio, value $1,680,436.

    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 124,835 shares
    Change vs previous 13F not available

    0.38% of the 13F portfolio, value $1,775,154.

    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).