TrinityPoint Wealth, LLC: USFR position timeline

TrinityPoint Wealth, LLC held 0 USFR shares at 2024-09-30 per its 13F-HR filed 2024-11-07.

the latest 13F is the newest step

1. period ended2024-09-30

   13F 0 shares

   Change vs previous 13F -9,699 shares

   13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

2. period ended2024-06-30

   13F 9,699 shares

   Change vs previous 13F +284 shares

   0.08% of the 13F portfolio, value $487,955.

   13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-03-31

   13F 9,415 shares

   Change vs previous 13F -496 shares

   0.08% of the 13F portfolio, value $473,477.

   13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2023-12-31

   13F/A 9,911 shares

   Change vs previous 13F -187 shares

   0.09% of the 13F portfolio, value $497,927.

   13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-09-30

   13F 10,098 shares

   Change vs previous 13F -3,104 shares

   0.1% of the 13F portfolio, value $508,126.

   13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-06-30

   13F 13,202 shares

   Change vs previous 13F -188 shares

   0.13% of the 13F portfolio, value $664,327.

   13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-03-31

   13F 13,390 shares

   Change vs previous 13F not available

   0.14% of the 13F portfolio, value $673,094.

   13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).