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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

GBCI holding history

Glacier Bancorp, Inc. in every 13F filed by TrinityPoint Wealth, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

GBCI overviewAll 13F holders of GBCIFull Q4 2024 holdings

Shares (Q1 2024)
0
Sold out in Q1 2024
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q1 2021
Holdings of GBCI by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20240$00.0%−14,737−100.0%Sold outHolders
Q4 202314,737$608.9K0.1%−781−5.0%ReducedHolders
Q3 202315,518$442.3K0.1%−81−0.5%ReducedHolders
Q2 202315,599$486.2K0.1%+5,504+54.5%AddedHolders
Q1 202310,095$424.1K0.1%+99+1.0%AddedHolders
Q4 20229,996$494.0K0.1%+631+6.7%AddedHolders
Q3 20229,365$460.0K0.1%+318+3.5%AddedHolders
Q2 20229,047$429.0K0.1%+83+0.9%AddedHolders
Q1 20228,964$451.0K0.1%+157+1.8%AddedHolders
Q4 20218,807$499.0K0.1%+121+1.4%AddedHolders
Q3 20218,686$481.0K0.1%+204+2.4%AddedHolders
Q2 20218,482$467.0K0.1%−130−1.5%ReducedHolders
Q1 20218,612$492.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.