SEC Seal
SEC Banner
Search the Next-Generation EDGAR System
Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-24-000197
Filing Date
2024-05-08
Accepted
2024-05-08 10:28:24
Documents
2
Period of Report
2024-03-31
Effectiveness Date
2024-05-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2290
2 trinitypoint.html INFORMATION TABLE  
2 trinitypoint.xml INFORMATION TABLE 152918
  Complete submission text file 0001765380-24-000197.txt   156393
Mailing Address 612 WHEELERS FARMS RD MILFORD CT 06461
Business Address 612 WHEELERS FARMS RD MILFORD CT 06461 203-693-8525
TrinityPoint Wealth, LLC (Filer) CIK: 0001766510 (see all company filings)

IRS No.: 825385799 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19093 | Film No.: 24924681