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Disclosery

TrinityPoint Wealth, LLC: PM position timeline

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

TrinityPoint Wealth, LLC held 14,831 PM 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 14,831 shares
    Change vs previous 13F +188 shares

    0.25% of the 13F portfolio, value $1,784,904.

    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 14,643 shares
    Change vs previous 13F -1,469 shares

    0.26% of the 13F portfolio, value $1,777,618.

    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 16,112 shares
    Change vs previous 13F +152 shares

    0.26% of the 13F portfolio, value $1,632,679.

    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 15,960 shares
    Change vs previous 13F -9,593 shares

    0.24% of the 13F portfolio, value $1,462,225.

    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 25,553 shares
    Change vs previous 13F +35 shares

    0.44% of the 13F portfolio, value $2,404,026.

    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 25,518 shares
    Change vs previous 13F +542 shares

    0.47% of the 13F portfolio, value $2,362,472.

    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 24,976 shares
    Change vs previous 13F +577 shares

    0.48% of the 13F portfolio, value $2,438,171.

    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 24,399 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,372,784.

    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).