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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

  1. period ended2024-12-31
    13F 115,446 shares
    Change 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), ingested

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

  2. period ended2024-09-30
    13F 149,755 shares
    Change 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), ingested

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

  3. period ended2024-06-30
    13F 143,657 shares
    Change 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), ingested

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

  4. period ended2024-03-31
    13F 145,665 shares
    Change 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), ingested

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

  5. period ended2023-12-31
    13F/A 138,415 shares
    Change 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), ingested

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

  6. period ended2023-09-30
    13F 134,638 shares
    Change 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), ingested

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

  7. period ended2023-06-30
    13F 133,406 shares
    Change 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), ingested

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

  8. period ended2023-03-31
    13F 127,025 shares
    Change 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), ingested

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