TrinityPoint Wealth, LLC: VTV position timeline

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

TrinityPoint Wealth, LLC held 6,037 VTV shares at 2024-12-31 per its 13F-HR filed 2025-02-14.

the latest 13F is the newest step

period ended2024-12-31
13F 6,037 shares
Change vs previous 13F +1,659 shares
0.14% of the 13F portfolio, value $1,022,084.
13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 4,378 shares
Change vs previous 13F -108 shares
0.11% of the 13F portfolio, value $764,235.
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).
period ended2024-06-30
13F 4,486 shares
Change vs previous 13F +102 shares
0.11% of the 13F portfolio, value $719,520.
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).
period ended2024-03-31
13F 4,384 shares
Change vs previous 13F +113 shares
0.12% of the 13F portfolio, value $713,898.
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).
period ended2023-12-31
13F/A 4,271 shares
Change vs previous 13F +2,554 shares
0.12% of the 13F portfolio, value $638,457.
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).
period ended2023-09-30
13F 1,717 shares
Change vs previous 13F +14 shares
0.05% of the 13F portfolio, value $236,761.
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).
period ended2023-06-30
13F 1,703 shares
Change vs previous 13F -291 shares
0.05% of the 13F portfolio, value $241,988.
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).
period ended2023-03-31
13F 1,994 shares
Change vs previous 13F not available
0.06% of the 13F portfolio, value $275,432.
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).