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Filing Detail
Form 13F-HR/A - Quarterly report filed by institutional managers, Holdings: [Amend]
SEC Accession No. 0001765380-24-000151
Filing Date
2024-02-14
Accepted
2024-02-14 11:09:11
Documents
2
Period of Report
2023-12-31
Effectiveness Date
2024-02-14

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR/A  
1 primary_doc.xml 13F-HR/A 2461
2 trinitypointq42023.html INFORMATION TABLE  
2 trinitypointq42023.xml INFORMATION TABLE 147554
  Complete submission text file 0001765380-24-000151.txt   151212
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/A | Act: 34 | File No.: 028-19093 | Film No.: 24634182