Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001085146-25-001498
Filing Date
2025-02-14
Accepted
2025-02-14 11:59:17
Documents
2
Period of Report
2024-12-31
Effectiveness Date
2025-02-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2405
2 INFORMATION TABLE infotable.html INFORMATION TABLE  
2 INFORMATION TABLE infotable.xml INFORMATION TABLE 202394
  Complete submission text file 0001085146-25-001498.txt   206012
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)

EIN.: 825385799 | State of Incorp.: DE | Fiscal Year End: 1231
Type: 13F-HR | Act: 34 | File No.: 028-19093 | Film No.: 25625351