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Disclosery

TrinityPoint Wealth, LLC: TXN position timeline

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

TrinityPoint Wealth, LLC held 15,155 TXN 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 15,155 shares
    Change vs previous 13F +8,565 shares

    0.4% of the 13F portfolio, value $2,841,685.

    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 6,590 shares
    Change vs previous 13F -30 shares

    0.2% of the 13F portfolio, value $1,361,378.

    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 6,620 shares
    Change vs previous 13F +16 shares

    0.2% of the 13F portfolio, value $1,287,830.

    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 6,604 shares
    Change vs previous 13F +15 shares

    0.19% of the 13F portfolio, value $1,150,520.

    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 6,589 shares
    Change vs previous 13F -107 shares

    0.2% of the 13F portfolio, value $1,123,122.

    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 6,696 shares
    Change vs previous 13F +3,363 shares

    0.21% of the 13F portfolio, value $1,064,729.

    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 3,333 shares
    Change vs previous 13F -71 shares

    0.12% of the 13F portfolio, value $599,978.

    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 3,404 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $633,199.

    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).