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Disclosery

TrinityPoint Wealth, LLC: XBI position timeline

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

TrinityPoint Wealth, LLC held 19,701 XBI 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 19,701 shares
    Change vs previous 13F +236 shares

    0.25% of the 13F portfolio, value $1,774,255.

    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 19,465 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $1,923,115.

    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 19,464 shares
    Change vs previous 13F +4 shares

    0.28% of the 13F portfolio, value $1,804,536.

    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 19,460 shares
    Change vs previous 13F +360 shares

    0.31% of the 13F portfolio, value $1,846,580.

    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 19,100 shares
    Change vs previous 13F -26,170 shares

    0.31% of the 13F portfolio, value $1,705,458.

    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 45,270 shares
    Change vs previous 13F -650 shares

    0.66% of the 13F portfolio, value $3,305,641.

    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 45,920 shares
    Change vs previous 13F -7,040 shares

    0.75% of the 13F portfolio, value $3,820,573.

    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 52,960 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,036,083.

    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).