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Disclosery

TrinityPoint Wealth, LLC: SPGM position timeline

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

TrinityPoint Wealth, LLC held 62,389 SPGM 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 62,389 shares
    Change vs previous 13F +1,291 shares

    0.56% of the 13F portfolio, value $3,951,081.

    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 61,098 shares
    Change vs previous 13F +582 shares

    0.57% of the 13F portfolio, value $3,957,340.

    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 60,516 shares
    Change vs previous 13F +1,697 shares

    0.58% of the 13F portfolio, value $3,678,184.

    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 58,819 shares
    Change vs previous 13F +3,598 shares

    0.58% of the 13F portfolio, value $3,510,318.

    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 55,221 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $3,055,930.

    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).