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Disclosery

TRUST POINT INC.: KFY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TRUST POINT INC. on KFY, newest first. How the timeline and the estimate are built.

TRUST POINT INC. held 3,124 KFY shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,124 shares
    Change vs previous 13F +3,124 shares

    0.02% of the 13F portfolio, value $207,996.

    13F-HR 0001635633-26-000005 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 0 shares
    Change vs previous 13F -3,681 shares

    13F-HR 0001635633-26-000001 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-09-30
    13F 3,681 shares
    Change vs previous 13F +686 shares

    0.02% of the 13F portfolio, value $257,600.

    13F-HR 0001635633-25-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 2,995 shares
    Change vs previous 13F -1,744 shares

    0.02% of the 13F portfolio, value $219,622.

    13F-HR 0001635633-25-000004 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 4,739 shares
    Change vs previous 13F -5,003 shares

    0.03% of the 13F portfolio, value $321,449.

    13F-HR 0001635633-25-000003 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 9,742 shares
    Change vs previous 13F -6,849 shares

    0.05% of the 13F portfolio, value $657,097.

    13F-HR 0001635633-25-000001 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 16,591 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,248,304.

    13F-HR 0001635633-24-000009 filed by TRUST POINT INC.
    Filed (acceptance time not in the bulk data set), ingested

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