Skip to content
Disclosery

TrinityPoint Wealth, LLC: SCHO position timeline

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

TrinityPoint Wealth, LLC held 29,369 SCHO 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 29,369 shares
    Change vs previous 13F +13,178 shares

    0.1% of the 13F portfolio, value $706,623.

    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 16,191 shares
    Change vs previous 13F +22 shares

    0.11% of the 13F portfolio, value $793,019.

    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 16,169 shares
    Change vs previous 13F +333 shares

    0.12% of the 13F portfolio, value $778,215.

    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 15,836 shares
    Change vs previous 13F +169 shares

    0.13% of the 13F portfolio, value $763,450.

    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 15,667 shares
    Change vs previous 13F -1,116 shares

    0.14% of the 13F portfolio, value $759,088.

    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 16,783 shares
    Change vs previous 13F +639 shares

    0.16% of the 13F portfolio, value $803,756.

    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 16,144 shares
    Change vs previous 13F -31 shares

    0.15% of the 13F portfolio, value $775,860.

    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 16,175 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $789,190.

    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).