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Trivium Point Advisory, LLC: CFG position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trivium Point Advisory, LLC on CFG, newest first. How the timeline and the estimate are built.

Trivium Point Advisory, LLC held 24,916 CFG shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,916 shares
    Change vs previous 13F +533 shares

    0.16% of the 13F portfolio, value $1,745,864.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 24,383 shares
    Change vs previous 13F -2,547 shares

    0.26% of the 13F portfolio, value $1,462,249.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 26,930 shares
    Change vs previous 13F -2,995 shares

    0.16% of the 13F portfolio, value $1,572,981.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 29,925 shares
    Change vs previous 13F -1,306 shares

    0.16% of the 13F portfolio, value $1,590,813.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 31,231 shares
    Change vs previous 13F -3,228 shares

    0.15% of the 13F portfolio, value $1,397,587.

    13F-HR 0001951757-25-000887 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 34,459 shares
    Change vs previous 13F -2,956 shares

    0.18% of the 13F portfolio, value $1,411,785.

    13F-HR 0001951757-25-000543 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 37,415 shares
    Change vs previous 13F -1,461 shares

    0.21% of the 13F portfolio, value $1,637,280.

    13F-HR 0001951757-25-000252 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 38,876 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $1,804,624.

    13F-HR 0001951757-24-001208 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

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