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TrinityPoint Wealth, LLC

SEC CIK
0001766510
Latest filing
Feb 14, 2025

HUBS holding history

HubSpot 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.

HUBS overviewAll 13F holders of HUBSFull Q4 2024 holdings

Shares (Q4 2024)
296
Value
$206.2K
% of portfolio
<0.1%
Quarters held
3
Since Q2 2021
Holdings of HUBS by TrinityPoint Wealth, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 2024296$206.2K<0.1%+296NewHolders
Q4 20210$00.0%−329−100.0%Sold outHolders
Q3 2021329$222.0K<0.1%−34−9.4%ReducedHolders
Q2 2021363$212.0K<0.1%+363NewHolders