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TrinityPoint Wealth, LLC: SCHP position timeline

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

TrinityPoint Wealth, LLC held 78,822 SCHP 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 78,822 shares
    Change vs previous 13F +38,753 shares

    0.29% of the 13F portfolio, value $2,035,984.

    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 40,069 shares
    Change vs previous 13F -3,101 shares

    0.31% of the 13F portfolio, value $2,148,881.

    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 43,170 shares
    Change vs previous 13F -2,704 shares

    0.35% of the 13F portfolio, value $2,245,287.

    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 45,874 shares
    Change vs previous 13F -315 shares

    0.4% of the 13F portfolio, value $2,392,799.

    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 46,189 shares
    Change vs previous 13F -23,060 shares

    0.44% of the 13F portfolio, value $2,411,077.

    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 69,249 shares
    Change vs previous 13F +549 shares

    0.7% of the 13F portfolio, value $3,496,362.

    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 68,700 shares
    Change vs previous 13F +2,468 shares

    0.7% of the 13F portfolio, value $3,601,952.

    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 66,232 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $3,550,698.

    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).