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TrinityPoint Wealth, LLC: UNP position timeline

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

TrinityPoint Wealth, LLC held 5,262 UNP 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 5,262 shares
    Change vs previous 13F +117 shares

    0.17% of the 13F portfolio, value $1,199,894.

    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 5,145 shares
    Change vs previous 13F +213 shares

    0.18% of the 13F portfolio, value $1,268,189.

    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 4,932 shares
    Change vs previous 13F +378 shares

    0.17% of the 13F portfolio, value $1,115,887.

    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 4,554 shares
    Change vs previous 13F +167 shares

    0.19% of the 13F portfolio, value $1,120,081.

    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 4,387 shares
    Change vs previous 13F +282 shares

    0.2% of the 13F portfolio, value $1,077,437.

    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 4,105 shares
    Change vs previous 13F -2,920 shares

    0.17% of the 13F portfolio, value $835,845.

    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 7,025 shares
    Change vs previous 13F +724 shares

    0.28% of the 13F portfolio, value $1,437,493.

    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 6,301 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $1,268,080.

    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).