TrinityPoint Wealth, LLC

Business address
612 Wheelers Farms Rd, Milford, CT, 06461
Top securities (13F)
AAPL, GOOG, SCHD, MSFT, AMZN, SCHB, NVDA, SPGP, ABBV, GOOGL, XLK, HON, JPM, IJS, XLF, XLV, VPL, META, MRVL, and DGRO
State of incorporation
DE
Fiscal year end
31 December
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TrinityPoint Wealth, LLC has filed 29 SEC EDGAR filings since 11 Feb 2019

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 14 Feb 2025 31 Dec 2024 028-19093
13F-HR Open Document Open Filing 07 Nov 2024 30 Sep 2024 028-19093
N-PX Open Document Open Filing 06 Aug 2024 30 Jun 2024 028-19093
13F-HR Open Document Open Filing 30 Jul 2024 30 Jun 2024 028-19093
13F-HR Open Document Open Filing 08 May 2024 31 Mar 2024 028-19093
13F-HR/A Open Document Open Filing 14 Feb 2024 31 Dec 2023 028-19093
13F-HR/A Open Document Open Filing 13 Feb 2024 31 Dec 2023 028-19093
13F-HR/A Open Document Open Filing 12 Feb 2024 31 Dec 2023 028-19093
13F-HR Open Document Open Filing 08 Feb 2024 31 Dec 2023 028-19093
13F-HR Open Document Open Filing 08 Nov 2023 30 Sep 2023 028-19093
13F-HR Open Document Open Filing 07 Aug 2023 30 Jun 2023 028-19093
13F-HR Open Document Open Filing 04 May 2023 31 Mar 2023 028-19093
13F-HR Open Document Open Filing 07 Feb 2023 31 Dec 2022 028-19093
13F-HR Open Document Open Filing 09 Nov 2022 30 Sep 2022 028-19093
13F-HR Open Document Open Filing 05 Aug 2022 30 Jun 2022 028-19093
13F-HR Open Document Open Filing 13 May 2022 31 Mar 2022 028-19093
13F-HR Open Document Open Filing 11 Feb 2022 31 Dec 2021 028-19093
13F-HR Open Document Open Filing 12 Nov 2021 30 Sep 2021 028-19093
13F-HR Open Document Open Filing 13 Aug 2021 30 Jun 2021 028-19093
13F-HR Open Document Open Filing 11 May 2021 31 Mar 2021 028-19093
13F-HR Open Document Open Filing 10 Feb 2021 31 Dec 2020 028-19093
13F-HR Open Document Open Filing 13 Nov 2020 30 Sep 2020 028-19093
13F-HR Open Document Open Filing 13 Aug 2020 30 Jun 2020 028-19093
13F-HR Open Document Open Filing 05 May 2020 31 Mar 2020 028-19093
13F-HR Open Document Open Filing 06 Feb 2020 31 Dec 2019 028-19093
13F-HR Open Document Open Filing 07 Nov 2019 30 Sep 2019 028-19093
13F-HR Open Document Open Filing 06 Aug 2019 30 Jun 2019 028-19093
13F-HR Open Document Open Filing 07 May 2019 31 Mar 2019 028-19093
13F-HR Open Document Open Filing 11 Feb 2019 31 Dec 2018 028-19093