TrinityPoint Wealth, LLC: PGX position timeline

TrinityPoint Wealth, LLC held 19,335 PGX 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 19,335 shares

   Change vs previous 13F -4,503 shares

   0.03% of the 13F portfolio, value $222,930.

   13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 23,838 shares

   Change vs previous 13F +187 shares

   0.04% of the 13F portfolio, value $294,405.

   13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 23,651 shares

   Change vs previous 13F +183 shares

   0.04% of the 13F portfolio, value $273,167.

   13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 23,468 shares

   Change vs previous 13F +1,081 shares

   0.05% of the 13F portfolio, value $278,804.

   13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F/A 22,387 shares

   Change vs previous 13F +2,249 shares

   0.05% of the 13F portfolio, value $256,776.

   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).

6. period ended2023-09-30

   13F 20,138 shares

   Change vs previous 13F +5,246 shares

   0.04% of the 13F portfolio, value $220,506.

   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).

7. period ended2023-06-30

   13F 14,892 shares

   Change vs previous 13F +3,434 shares

   0.03% of the 13F portfolio, value $169,319.

   13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 11,458 shares

   Change vs previous 13F not available

   0.03% of the 13F portfolio, value $131,538.

   13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).