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TrinityPoint Wealth, LLC: RSPH position timeline

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

TrinityPoint Wealth, LLC held 22,894 RSPH 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 22,894 shares
    Change vs previous 13F -144 shares

    0.09% of the 13F portfolio, value $670,789.

    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 23,038 shares
    Change vs previous 13F -1,274 shares

    0.11% of the 13F portfolio, value $742,515.

    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 24,312 shares
    Change vs previous 13F -40 shares

    0.11% of the 13F portfolio, value $730,097.

    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 24,352 shares
    Change vs previous 13F +71 shares

    0.13% of the 13F portfolio, value $774,136.

    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 24,281 shares
    Change vs previous 13F -539 shares

    0.13% of the 13F portfolio, value $723,086.

    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 24,820 shares
    Change vs previous 13F +22,321 shares

    0.14% of the 13F portfolio, value $680,074.

    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 2,499 shares
    Change vs previous 13F -200 shares

    0.15% of the 13F portfolio, value $744,902.

    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 2,699 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $787,363.

    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).