TrinityPoint Wealth, LLC

All 13F Filings

Most recent 13F
Q2 2022
Location
Milford, CT
CIK
0001766510
All SEC filings
View on sec.gov
Filing ID Quarter Holdings Value ($000) Form Type Date Filed Name
000176538022000110 Q2 2022 277 452,519 13F-HR 8/5/2022 TrinityPoint Wealth, LLC
000176538022000084 Q1 2022 308 552,195 13F-HR 5/13/2022 TrinityPoint Wealth, LLC
000176538022000036 Q4 2021 304 563,307 13F-HR 2/11/2022 TrinityPoint Wealth, LLC
000176538021000123 Q3 2021 303 522,723 13F-HR 11/12/2021 TrinityPoint Wealth, LLC
000176538021000095 Q2 2021 265 489,153 13F-HR 8/13/2021 TrinityPoint Wealth, LLC
000176538021000063 Q1 2021 242 429,412 13F-HR 5/11/2021 TrinityPoint Wealth, LLC
000176538021000032 Q4 2020 229 416,055 13F-HR 2/10/2021 TrinityPoint Wealth, LLC
000176538020000097 Q3 2020 216 359,990 13F-HR 11/13/2020 TrinityPoint Wealth, LLC
000176538020000080 Q2 2020 206 316,005 13F-HR 8/13/2020 TrinityPoint Wealth, LLC
000176538020000048 Q1 2020 192 252,492 13F-HR 5/5/2020 TrinityPoint Wealth, LLC
000176538020000030 Q4 2019 210 296,305 13F-HR 2/6/2020 TrinityPoint Wealth, LLC
000176538019000114 Q3 2019 207 287,063 13F-HR 11/7/2019 TrinityPoint Wealth, LLC
000176538019000078 Q2 2019 170 208,608 13F-HR 8/6/2019 TrinityPoint Wealth, LLC
000176538019000054 Q1 2019 182 203,467 13F-HR 5/7/2019 TrinityPoint Wealth, LLC
000176538019000021 Q4 2018 167 162,808 13F-HR 2/11/2019 TrinityPoint Wealth, LLC