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Disclosery

TrinityPoint Wealth, LLC: RTX position timeline

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

TrinityPoint Wealth, LLC held 39,517 RTX 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 39,517 shares
    Change vs previous 13F +765 shares

    0.64% of the 13F portfolio, value $4,572,885.

    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 38,752 shares
    Change vs previous 13F +186 shares

    0.68% of the 13F portfolio, value $4,695,245.

    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 38,566 shares
    Change vs previous 13F +19 shares

    0.61% of the 13F portfolio, value $3,871,653.

    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 38,547 shares
    Change vs previous 13F +1,173 shares

    0.62% of the 13F portfolio, value $3,759,497.

    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 37,374 shares
    Change vs previous 13F +2,790 shares

    0.57% of the 13F portfolio, value $3,144,667.

    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 34,584 shares
    Change vs previous 13F +1,250 shares

    0.5% of the 13F portfolio, value $2,488,987.

    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 33,334 shares
    Change vs previous 13F +194 shares

    0.64% of the 13F portfolio, value $3,265,409.

    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 33,140 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $3,245,369.

    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).