Skip to content
Disclosery

TrinityPoint Wealth, LLC: XLI position timeline

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

TrinityPoint Wealth, LLC held 10,101 XLI 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 10,101 shares
    Change vs previous 13F -236 shares

    0.19% of the 13F portfolio, value $1,330,935.

    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 10,337 shares
    Change vs previous 13F +108 shares

    0.2% of the 13F portfolio, value $1,399,989.

    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 10,229 shares
    Change vs previous 13F +6 shares

    0.19% of the 13F portfolio, value $1,246,623.

    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 10,223 shares
    Change vs previous 13F -46 shares

    0.21% of the 13F portfolio, value $1,287,720.

    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 10,269 shares
    Change vs previous 13F -14,668 shares

    0.21% of the 13F portfolio, value $1,170,572.

    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 24,937 shares
    Change vs previous 13F +37 shares

    0.5% of the 13F portfolio, value $2,528,106.

    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 24,900 shares
    Change vs previous 13F -130 shares

    0.52% of the 13F portfolio, value $2,672,242.

    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 25,030 shares
    Change vs previous 13F not available

    0.54% of the 13F portfolio, value $2,532,573.

    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).