Skip to content
Disclosery

TrinityPoint Wealth, LLC: WCC position timeline

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

TrinityPoint Wealth, LLC held 9,052 WCC 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 9,052 shares
    Change vs previous 13F +168 shares

    0.23% of the 13F portfolio, value $1,638,050.

    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 8,884 shares
    Change vs previous 13F +293 shares

    0.21% of the 13F portfolio, value $1,492,334.

    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 8,591 shares
    Change vs previous 13F +30 shares

    0.21% of the 13F portfolio, value $1,361,845.

    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 8,561 shares
    Change vs previous 13F -60 shares

    0.24% of the 13F portfolio, value $1,466,328.

    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 8,621 shares
    Change vs previous 13F +60 shares

    0.27% of the 13F portfolio, value $1,499,019.

    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 8,561 shares
    Change vs previous 13F -305 shares

    0.25% of the 13F portfolio, value $1,231,243.

    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 8,866 shares
    Change vs previous 13F -223 shares

    0.31% of the 13F portfolio, value $1,587,546.

    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 9,089 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,404,614.

    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).