TrinityPoint Wealth - Portfolio Holdings by Quarter
Historical 13F-HR SEC quarterly filings for TrinityPoint Wealth going back to Feb. 11, 2019
- TrinityPoint Wealth 2023 Q4 restated - filed Feb. 12, 2024 - new!
- TrinityPoint Wealth 2023 Q4 - filed Feb. 8, 2024
- TrinityPoint Wealth 2023 Q3 - filed Nov. 8, 2023
- TrinityPoint Wealth 2023 Q2 - filed Aug. 7, 2023
- TrinityPoint Wealth 2023 Q1 - filed May 4, 2023
- TrinityPoint Wealth 2022 Q4 - filed Feb. 7, 2023
- TrinityPoint Wealth 2022 Q3 - filed Nov. 9, 2022
- TrinityPoint Wealth 2022 Q2 - filed Aug. 5, 2022
- TrinityPoint Wealth 2022 Q1 - filed May 13, 2022
- TrinityPoint Wealth 2021 Q4 - filed Feb. 11, 2022
- TrinityPoint Wealth 2021 Q3 - filed Nov. 12, 2021
- TrinityPoint Wealth 2021 Q2 - filed Aug. 13, 2021
- TrinityPoint Wealth 2021 Q1 - filed May 11, 2021
- TrinityPoint Wealth 2020 Q4 - filed Feb. 10, 2021
- TrinityPoint Wealth 2020 Q3 - filed Nov. 13, 2020
- TrinityPoint Wealth 2020 Q2 - filed Aug. 13, 2020
- TrinityPoint Wealth 2020 Q1 - filed May 5, 2020
- TrinityPoint Wealth 2019 Q4 - filed Feb. 6, 2020
- TrinityPoint Wealth 2019 Q3 - filed Nov. 7, 2019
- TrinityPoint Wealth 2019 Q2 - filed Aug. 6, 2019
- TrinityPoint Wealth 2019 Q1 - filed May 7, 2019
- TrinityPoint Wealth 2018 Q4 - filed Feb. 11, 2019