TrinityPoint Wealth, LLC

SEC CIK: 0001766510
Latest filing: Feb 14, 2025

SEC filings (opens in a new tab)

PTC holding history

PTC 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.

PTC overview All 13F holders of PTC 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 PTC by TrinityPoint Wealth, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2022	0	$0	0.0%	−2,068−100.0%	Sold out	Holders
Q1 2022	2,068	$223.0K	<0.1%	+60+3.0%	Added	Holders
Q4 2021	2,008	$243.0K	<0.1%	+105+5.5%	Added	Holders
Q3 2021	1,903	$228.0K	<0.1%	+1,903	New	Holders