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Disclosery

TrinityPoint Wealth, LLC: V position timeline

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

TrinityPoint Wealth, LLC held 5,761 V 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 5,761 shares
    Change vs previous 13F +133 shares

    0.26% of the 13F portfolio, value $1,820,806.

    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 5,628 shares
    Change vs previous 13F -7,026 shares

    0.22% of the 13F portfolio, value $1,547,298.

    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 12,654 shares
    Change vs previous 13F +96 shares

    0.52% of the 13F portfolio, value $3,321,188.

    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 12,558 shares
    Change vs previous 13F +115 shares

    0.58% of the 13F portfolio, value $3,504,626.

    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 12,443 shares
    Change vs previous 13F -121 shares

    0.59% of the 13F portfolio, value $3,239,541.

    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 12,564 shares
    Change vs previous 13F +321 shares

    0.58% of the 13F portfolio, value $2,889,925.

    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 12,243 shares
    Change vs previous 13F +268 shares

    0.57% of the 13F portfolio, value $2,907,533.

    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 11,975 shares
    Change vs previous 13F not available

    0.58% of the 13F portfolio, value $2,699,879.

    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).