Skip to content
Disclosery

TrinityPoint Wealth, LLC: SCMB position timeline

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

TrinityPoint Wealth, LLC held 46,651 SCMB 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 46,651 shares
    Change vs previous 13F +23,309 shares

    0.17% of the 13F portfolio, value $1,197,987.

    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 23,342 shares
    Change vs previous 13F -26 shares

    0.18% of the 13F portfolio, value $1,226,134.

    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 23,368 shares
    Change vs previous 13F -1,587 shares

    0.19% of the 13F portfolio, value $1,201,141.

    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 24,955 shares
    Change vs previous 13F +307 shares

    0.21% of the 13F portfolio, value $1,298,896.

    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 24,648 shares
    Change vs previous 13F +143 shares

    0.23% of the 13F portfolio, value $1,296,710.

    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 24,505 shares
    Change vs previous 13F -312 shares

    0.24% of the 13F portfolio, value $1,214,827.

    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 24,817 shares
    Change vs previous 13F +282 shares

    0.25% of the 13F portfolio, value $1,286,274.

    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 24,535 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,284,809.

    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).