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TrinityPoint Wealth, LLC: TMUS position timeline

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

TrinityPoint Wealth, LLC held 21,572 TMUS 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 21,572 shares
    Change vs previous 13F -1,915 shares

    0.67% of the 13F portfolio, value $4,761,537.

    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 23,487 shares
    Change vs previous 13F -382 shares

    0.7% of the 13F portfolio, value $4,846,854.

    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 23,869 shares
    Change vs previous 13F +586 shares

    0.66% of the 13F portfolio, value $4,205,169.

    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 23,283 shares
    Change vs previous 13F +10,511 shares

    0.63% of the 13F portfolio, value $3,800,204.

    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 12,772 shares
    Change vs previous 13F -191 shares

    0.37% of the 13F portfolio, value $2,047,786.

    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 12,963 shares
    Change vs previous 13F +1,950 shares

    0.36% of the 13F portfolio, value $1,815,468.

    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 11,013 shares
    Change vs previous 13F +77 shares

    0.3% of the 13F portfolio, value $1,529,706.

    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 10,936 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,583,970.

    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).