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Filing Detail
Form 13F-HR - Quarterly report filed by institutional managers, Holdings:
SEC Accession No. 0001765380-23-000217
Filing Date
2023-11-08
Accepted
2023-11-08 15:17:41
Documents
2
Period of Report
2023-09-30
Effectiveness Date
2023-11-08

Document Format Files

Seq Description Document Type Size
1 primary_doc.html 13F-HR  
1 primary_doc.xml 13F-HR 2225
2 13q22023trinitypoint.html INFORMATION TABLE  
2 13q22023trinitypoint.xml INFORMATION TABLE 142606
  Complete submission text file 0001765380-23-000217.txt   145992
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.: 231387465