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Disclosery

TRUST POINT INC.: SPY position timeline

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

TRUST POINT INC. held 20,118 SPY 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 20,118 shares
    Change vs previous 13F +231 shares

    1.28% of the 13F portfolio, value $15,023,518.

    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 19,887 shares
    Change vs previous 13F +136 shares

    1.12% of the 13F portfolio, value $12,933,312.

    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 19,751 shares
    Change vs previous 13F -29 shares

    1.06% of the 13F portfolio, value $13,468,601.

    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 19,780 shares
    Change vs previous 13F +27 shares

    1.06% of the 13F portfolio, value $13,177,039.

    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 19,753 shares
    Change vs previous 13F -587 shares

    1.15% of the 13F portfolio, value $12,204,391.

    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 20,340 shares
    Change vs previous 13F -152 shares

    1.04% of the 13F portfolio, value $11,377,995.

    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 20,492 shares
    Change vs previous 13F +15,381 shares

    0.83% of the 13F portfolio, value $12,009,952.

    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 5,111 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,932,487.

    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).