TrinityPoint Wealth, LLC: VEU position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TrinityPoint Wealth, LLC on VEU, newest first. How the timeline and the estimate are built.
TrinityPoint Wealth, LLC held 115,446 VEU shares at 2024-12-31 per its 13F-HR filed 2025-02-14.
the latest 13F is the newest step
- period ended2024-12-3113F 115,446 sharesChange vs previous 13F -34,309 shares
0.93% of the 13F portfolio, value $6,627,727.
13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 149,755 sharesChange vs previous 13F +6,098 shares
1.36% of the 13F portfolio, value $9,434,545.
13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 143,657 sharesChange vs previous 13F -2,008 shares
1.32% of the 13F portfolio, value $8,424,048.
13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 145,665 sharesChange vs previous 13F +7,250 shares
1.41% of the 13F portfolio, value $8,543,276.
13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F/A 138,415 sharesChange vs previous 13F +3,777 shares
1.41% of the 13F portfolio, value $7,770,614.
13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 134,638 sharesChange vs previous 13F +1,232 shares
1.39% of the 13F portfolio, value $6,983,690.
13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-06-3013F 133,406 sharesChange vs previous 13F +6,381 shares
1.42% of the 13F portfolio, value $7,258,609.
13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-03-3113F 127,025 sharesChange vs previous 13F not available
1.45% of the 13F portfolio, value $6,792,023.
13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).