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TrinityPoint Wealth, LLC: QCOM position timeline

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

TrinityPoint Wealth, LLC held 20,358 QCOM 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 20,358 shares
    Change vs previous 13F +560 shares

    0.44% of the 13F portfolio, value $3,127,345.

    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 19,798 shares
    Change vs previous 13F +95 shares

    0.48% of the 13F portfolio, value $3,366,696.

    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 19,703 shares
    Change vs previous 13F -4,861 shares

    0.61% of the 13F portfolio, value $3,924,428.

    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 24,564 shares
    Change vs previous 13F -393 shares

    0.69% of the 13F portfolio, value $4,158,764.

    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 24,957 shares
    Change vs previous 13F -1,072 shares

    0.65% of the 13F portfolio, value $3,609,475.

    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 26,029 shares
    Change vs previous 13F -35,439 shares

    0.58% of the 13F portfolio, value $2,890,785.

    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 61,468 shares
    Change vs previous 13F +367 shares

    1.43% of the 13F portfolio, value $7,317,121.

    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 61,101 shares
    Change vs previous 13F not available

    1.67% of the 13F portfolio, value $7,795,321.

    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).