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TrinityPoint Wealth, LLC: VCSH position timeline

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

TrinityPoint Wealth, LLC held 46,636 VCSH 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 46,636 shares
    Change vs previous 13F +23,848 shares

    0.51% of the 13F portfolio, value $3,638,097.

    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 22,788 shares
    Change vs previous 13F +482 shares

    0.26% of the 13F portfolio, value $1,809,799.

    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 22,306 shares
    Change vs previous 13F +705 shares

    0.27% of the 13F portfolio, value $1,723,692.

    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 21,601 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $1,669,990.

    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).