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Disclosery

TrinityPoint Wealth, LLC: URI position timeline

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

TrinityPoint Wealth, LLC held 3,320 URI 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 3,320 shares
    Change vs previous 13F -16 shares

    0.33% of the 13F portfolio, value $2,338,752.

    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 3,336 shares
    Change vs previous 13F 0 shares

    0.39% of the 13F portfolio, value $2,701,272.

    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 3,336 shares
    Change vs previous 13F -100 shares

    0.34% of the 13F portfolio, value $2,157,357.

    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 3,436 shares
    Change vs previous 13F -113 shares

    0.41% of the 13F portfolio, value $2,477,415.

    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 3,549 shares
    Change vs previous 13F -4,322 shares

    0.37% of the 13F portfolio, value $2,035,248.

    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 7,871 shares
    Change vs previous 13F -73 shares

    0.7% of the 13F portfolio, value $3,499,103.

    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 7,944 shares
    Change vs previous 13F not available

    0.69% of the 13F portfolio, value $3,538,210.

    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).