TrinityPoint Wealth, LLC

SEC CIK: 0001766510
Latest filing: Feb 14, 2025

SEC filings (opens in a new tab)

JEF holding history

Jefferies Financial Group 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.

JEF overview All 13F holders of JEF Full Q4 2024 holdings

Shares (Q2 2022): 0; Sold out in Q2 2022
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q3 2021

Holdings of JEF by TrinityPoint Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−20,188−100.0%	Sold out	Holders
Q1 2022	20,188	$663.0K	0.1%	+1,404+7.5%	Added	Holders
Q4 2021	18,784	$729.0K	0.1%	+168+0.9%	Added	Holders
Q3 2021	18,616	$691.0K	0.1%	+18,616	New	Holders