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TrinityPoint Wealth, LLC: TJX position timeline

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

TrinityPoint Wealth, LLC held 20,025 TJX 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 20,025 shares
    Change vs previous 13F -794 shares

    0.34% of the 13F portfolio, value $2,419,201.

    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 20,819 shares
    Change vs previous 13F -344 shares

    0.35% of the 13F portfolio, value $2,447,077.

    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 21,163 shares
    Change vs previous 13F +509 shares

    0.36% of the 13F portfolio, value $2,330,078.

    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 20,654 shares
    Change vs previous 13F -93 shares

    0.35% of the 13F portfolio, value $2,094,769.

    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 20,747 shares
    Change vs previous 13F -275 shares

    0.35% of the 13F portfolio, value $1,946,243.

    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 21,022 shares
    Change vs previous 13F -774 shares

    0.37% of the 13F portfolio, value $1,868,420.

    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 21,796 shares
    Change vs previous 13F +10,947 shares

    0.36% of the 13F portfolio, value $1,848,085.

    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 10,849 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $850,135.

    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).