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ALM First Financial Advisors, LLC: TRTY position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ALM First Financial Advisors, LLC on TRTY, newest first. How the timeline and the estimate are built.

ALM First Financial Advisors, LLC held 6,423,375 TRTY shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 6,423,375 shares
    Change vs previous 13F +4,152,375 shares

    31.74% of the 13F portfolio, value $200,923,170.

    13F-HR 0001950054-26-000012 filed by ALM First Financial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,271,000 shares
    Change vs previous 13F -21,636 shares

    11.56% of the 13F portfolio, value $68,606,910.

    13F-HR 0001950054-26-000007 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 2,292,636 shares
    Change vs previous 13F +91,920 shares

    12.14% of the 13F portfolio, value $67,649,932.

    13F-HR 0001950054-26-000005 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 2,200,716 shares
    Change vs previous 13F 0 shares

    12.27% of the 13F portfolio, value $61,942,187.

    13F-HR 0001950054-26-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 2,200,716 shares
    Change vs previous 13F 0 shares

    12.21% of the 13F portfolio, value $60,509,054.

    13F-HR 0001950054-25-000009 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 2,200,716 shares
    Change vs previous 13F 0 shares

    12.35% of the 13F portfolio, value $57,099,193.

    13F-HR 0001950054-25-000004 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 2,200,716 shares
    Change vs previous 13F +156,986 shares

    12.68% of the 13F portfolio, value $55,473,844.

    13F-HR 0001950054-25-000002 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 2,043,730 shares
    Change vs previous 13F not available

    12.03% of the 13F portfolio, value $50,882,485.

    13F-HR 0001861163-25-000001 filed by ALM First Financial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).