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TrinityPoint Wealth, LLC: TMO position timeline

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

TrinityPoint Wealth, LLC held 4,242 TMO 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 4,242 shares
    Change vs previous 13F +280 shares

    0.31% of the 13F portfolio, value $2,207,018.

    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 3,962 shares
    Change vs previous 13F -49 shares

    0.35% of the 13F portfolio, value $2,450,962.

    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 4,011 shares
    Change vs previous 13F +136 shares

    0.35% of the 13F portfolio, value $2,218,198.

    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 3,875 shares
    Change vs previous 13F -205 shares

    0.37% of the 13F portfolio, value $2,252,259.

    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 4,080 shares
    Change vs previous 13F +164 shares

    0.39% of the 13F portfolio, value $2,165,641.

    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 3,916 shares
    Change vs previous 13F +640 shares

    0.39% of the 13F portfolio, value $1,982,172.

    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 3,276 shares
    Change vs previous 13F +21 shares

    0.33% of the 13F portfolio, value $1,709,258.

    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 3,255 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,876,084.

    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).