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Disclosery

TrinityPoint Wealth, LLC: PWR position timeline

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

TrinityPoint Wealth, LLC held 6,433 PWR 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 6,433 shares
    Change vs previous 13F -468 shares

    0.29% of the 13F portfolio, value $2,033,150.

    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 6,901 shares
    Change vs previous 13F -649 shares

    0.3% of the 13F portfolio, value $2,057,533.

    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 7,550 shares
    Change vs previous 13F -9 shares

    0.3% of the 13F portfolio, value $1,918,380.

    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 7,559 shares
    Change vs previous 13F +73 shares

    0.32% of the 13F portfolio, value $1,963,828.

    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 7,486 shares
    Change vs previous 13F -174 shares

    0.29% of the 13F portfolio, value $1,615,479.

    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 7,660 shares
    Change vs previous 13F -741 shares

    0.29% of the 13F portfolio, value $1,432,956.

    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 8,401 shares
    Change vs previous 13F -359 shares

    0.32% of the 13F portfolio, value $1,650,376.

    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 8,760 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,459,766.

    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).