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Disclosery

TrinityPoint Wealth, LLC: WELL position timeline

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

TrinityPoint Wealth, LLC held 11,404 WELL 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 11,404 shares
    Change vs previous 13F +1,336 shares

    0.2% of the 13F portfolio, value $1,437,216.

    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 10,068 shares
    Change vs previous 13F +7,215 shares

    0.19% of the 13F portfolio, value $1,289,037.

    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 2,853 shares
    Change vs previous 13F -248 shares

    0.05% of the 13F portfolio, value $297,425.

    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 3,101 shares
    Change vs previous 13F 0 shares

    0.05% of the 13F portfolio, value $289,757.

    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 3,101 shares
    Change vs previous 13F -57 shares

    0.05% of the 13F portfolio, value $279,617.

    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 3,158 shares
    Change vs previous 13F -440 shares

    0.05% of the 13F portfolio, value $258,739.

    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 3,598 shares
    Change vs previous 13F +57 shares

    0.06% of the 13F portfolio, value $291,042.

    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 3,541 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $253,854.

    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).