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Disclosery

TrinityPoint Wealth, LLC: XLC position timeline

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

TrinityPoint Wealth, LLC held 42,194 XLC 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 42,194 shares
    Change vs previous 13F +1,932 shares

    0.57% of the 13F portfolio, value $4,084,806.

    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 40,262 shares
    Change vs previous 13F -18,374 shares

    0.52% of the 13F portfolio, value $3,639,725.

    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 58,636 shares
    Change vs previous 13F -620 shares

    0.79% of the 13F portfolio, value $5,022,768.

    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 59,256 shares
    Change vs previous 13F -1,804 shares

    0.8% of the 13F portfolio, value $4,838,865.

    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 61,060 shares
    Change vs previous 13F +5,643 shares

    0.8% of the 13F portfolio, value $4,436,634.

    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 55,417 shares
    Change vs previous 13F +385 shares

    0.72% of the 13F portfolio, value $3,633,681.

    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 55,032 shares
    Change vs previous 13F -7,781 shares

    0.7% of the 13F portfolio, value $3,581,470.

    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 62,813 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $3,641,256.

    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).