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Disclosery

TRUST POINT INC.: PM position timeline

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

TRUST POINT INC. held 7,281 PM 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 7,281 shares
    Change vs previous 13F -1,613 shares

    0.11% of the 13F portfolio, value $1,317,204.

    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 ended2026-03-31
    13F 8,894 shares
    Change vs previous 13F +405 shares

    0.13% of the 13F portfolio, value $1,470,542.

    13F-HR 0001635633-26-000004 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).

  3. period ended2025-12-31
    13F 8,489 shares
    Change vs previous 13F +134 shares

    0.11% of the 13F portfolio, value $1,361,635.

    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).

  4. period ended2025-09-30
    13F 8,355 shares
    Change vs previous 13F -819 shares

    0.11% of the 13F portfolio, value $1,355,184.

    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).

  5. period ended2025-06-30
    13F 9,174 shares
    Change vs previous 13F -386 shares

    0.16% of the 13F portfolio, value $1,670,864.

    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).

  6. period ended2025-03-31
    13F 9,560 shares
    Change vs previous 13F -1,967 shares

    0.14% of the 13F portfolio, value $1,517,460.

    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).

  7. period ended2024-12-31
    13F 11,527 shares
    Change vs previous 13F +1,470 shares

    0.1% of the 13F portfolio, value $1,387,226.

    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).

  8. period ended2024-09-30
    13F 10,057 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $1,220,873.

    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).