Skip to content
Disclosery

TrinityPoint Wealth, LLC: SHY position timeline

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

TrinityPoint Wealth, LLC held 15,118 SHY 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 15,118 shares
    Change vs previous 13F +173 shares

    0.17% of the 13F portfolio, value $1,239,374.

    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 14,945 shares
    Change vs previous 13F 0 shares

    0.18% of the 13F portfolio, value $1,242,677.

    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 14,945 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $1,220,259.

    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 14,945 shares
    Change vs previous 13F -612 shares

    0.2% of the 13F portfolio, value $1,222,202.

    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 15,557 shares
    Change vs previous 13F -393 shares

    0.23% of the 13F portfolio, value $1,276,296.

    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 15,950 shares
    Change vs previous 13F 0 shares

    0.26% of the 13F portfolio, value $1,291,472.

    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 15,950 shares
    Change vs previous 13F -2,080 shares

    0.25% of the 13F portfolio, value $1,293,226.

    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 18,030 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $1,481,345.

    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).