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Disclosery

TrinityPoint Wealth, LLC: VZ position timeline

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

TrinityPoint Wealth, LLC held 33,196 VZ 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 33,196 shares
    Change vs previous 13F +956 shares

    0.19% of the 13F portfolio, value $1,327,499.

    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 32,240 shares
    Change vs previous 13F +997 shares

    0.21% of the 13F portfolio, value $1,447,891.

    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 31,243 shares
    Change vs previous 13F +928 shares

    0.2% of the 13F portfolio, value $1,288,475.

    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 30,315 shares
    Change vs previous 13F +947 shares

    0.21% of the 13F portfolio, value $1,272,014.

    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 29,368 shares
    Change vs previous 13F +5,253 shares

    0.2% of the 13F portfolio, value $1,107,156.

    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 24,115 shares
    Change vs previous 13F -4,210 shares

    0.16% of the 13F portfolio, value $781,562.

    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 28,325 shares
    Change vs previous 13F +2,016 shares

    0.21% of the 13F portfolio, value $1,053,420.

    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 26,309 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $1,023,153.

    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).