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TrinityPoint Wealth, LLC: XLY position timeline

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

TrinityPoint Wealth, LLC held 18,904 XLY 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 18,904 shares
    Change vs previous 13F -771 shares

    0.6% of the 13F portfolio, value $4,241,039.

    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 19,675 shares
    Change vs previous 13F +1,318 shares

    0.57% of the 13F portfolio, value $3,942,326.

    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 18,357 shares
    Change vs previous 13F +483 shares

    0.52% of the 13F portfolio, value $3,348,292.

    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 17,874 shares
    Change vs previous 13F +306 shares

    0.54% of the 13F portfolio, value $3,286,787.

    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 17,568 shares
    Change vs previous 13F -807 shares

    0.57% of the 13F portfolio, value $3,141,281.

    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 18,375 shares
    Change vs previous 13F +74 shares

    0.59% of the 13F portfolio, value $2,958,008.

    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 18,301 shares
    Change vs previous 13F -1,021 shares

    0.61% of the 13F portfolio, value $3,107,614.

    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 19,322 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $2,889,432.

    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).