TrinityPoint Wealth, LLC: XLP position timeline

TrinityPoint Wealth, LLC held 49,958 XLP 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 49,958 shares

   Change vs previous 13F +7,574 shares

   0.55% of the 13F portfolio, value $3,927,226.

   13F-HR 0001085146-25-001498 filed by TrinityPoint Wealth, LLC
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-09-30

   13F 42,384 shares

   Change vs previous 13F +10,009 shares

   0.51% of the 13F portfolio, value $3,517,905.

   13F-HR 0001765380-24-000406 filed by TrinityPoint Wealth, LLC
   Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-06-30

   13F 32,375 shares

   Change vs previous 13F -924 shares

   0.39% of the 13F portfolio, value $2,479,309.

   13F-HR 0001765380-24-000249 filed by TrinityPoint Wealth, LLC
   Filed 2024-07-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-03-31

   13F 33,299 shares

   Change vs previous 13F -28,613 shares

   0.42% of the 13F portfolio, value $2,542,748.

   13F-HR 0001765380-24-000197 filed by TrinityPoint Wealth, LLC
   Filed 2024-05-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2023-12-31

   13F/A 61,912 shares

   Change vs previous 13F +4,421 shares

   0.81% of the 13F portfolio, value $4,459,526.

   13F-HR/A 0001765380-24-000151 filed by TrinityPoint Wealth, LLC
   Filed 2024-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:29:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2023-09-30

   13F 57,491 shares

   Change vs previous 13F +759 shares

   0.79% of the 13F portfolio, value $3,955,982.

   13F-HR 0001765380-23-000217 filed by TrinityPoint Wealth, LLC
   Filed 2023-11-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:30:40 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2023-06-30

   13F 56,732 shares

   Change vs previous 13F +4,583 shares

   0.82% of the 13F portfolio, value $4,207,800.

   13F-HR 0001765380-23-000130 filed by TrinityPoint Wealth, LLC
   Filed 2023-08-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:31:37 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2023-03-31

   13F 52,149 shares

   Change vs previous 13F not available

   0.83% of the 13F portfolio, value $3,896,079.

   13F-HR 0001765380-23-000089 filed by TrinityPoint Wealth, LLC
   Filed 2023-05-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:32:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).