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Disclosery

TrinityPoint Wealth, LLC: SOLV position timeline

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

TrinityPoint Wealth, LLC held 22,064 SOLV 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 22,064 shares
    Change vs previous 13F +567 shares

    0.2% of the 13F portfolio, value $1,457,548.

    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 21,497 shares
    Change vs previous 13F -13,148 shares

    0.22% of the 13F portfolio, value $1,498,771.

    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 34,645 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $1,832,028.

    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).