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Disclosery

TrinityPoint Wealth, LLC: UPS position timeline

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

TrinityPoint Wealth, LLC held 5,687 UPS 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 5,687 shares
    Change vs previous 13F +376 shares

    0.1% of the 13F portfolio, value $717,158.

    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 5,311 shares
    Change vs previous 13F -2,123 shares

    0.1% of the 13F portfolio, value $724,098.

    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 7,434 shares
    Change vs previous 13F -319 shares

    0.16% of the 13F portfolio, value $1,017,349.

    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 7,753 shares
    Change vs previous 13F -2,813 shares

    0.19% of the 13F portfolio, value $1,152,255.

    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 10,566 shares
    Change vs previous 13F -20,252 shares

    0.3% of the 13F portfolio, value $1,661,261.

    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 30,818 shares
    Change vs previous 13F -1,141 shares

    0.96% of the 13F portfolio, value $4,803,661.

    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 31,959 shares
    Change vs previous 13F -38 shares

    1.12% of the 13F portfolio, value $5,728,643.

    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 31,997 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $6,207,044.

    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).