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TrinityPoint Wealth, LLC: PYPL position timeline

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

TrinityPoint Wealth, LLC held 4,311 PYPL 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 4,311 shares
    Change vs previous 13F -193 shares

    0.05% of the 13F portfolio, value $367,944.

    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 4,504 shares
    Change vs previous 13F +415 shares

    0.05% of the 13F portfolio, value $351,447.

    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 4,089 shares
    Change vs previous 13F +43 shares

    0.04% of the 13F portfolio, value $237,285.

    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 4,046 shares
    Change vs previous 13F -20,486 shares

    0.04% of the 13F portfolio, value $271,042.

    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 24,532 shares
    Change vs previous 13F -8,123 shares

    0.27% of the 13F portfolio, value $1,506,510.

    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 32,655 shares
    Change vs previous 13F -7,537 shares

    0.38% of the 13F portfolio, value $1,909,011.

    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 40,192 shares
    Change vs previous 13F +1,760 shares

    0.52% of the 13F portfolio, value $2,682,012.

    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 38,432 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $2,918,526.

    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).