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Disclosery

McCarthy & Cox: TRIO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of McCarthy & Cox on TRIO, newest first. How the timeline and the estimate are built.

McCarthy & Cox held 26,454 TRIO shares at 2025-12-31 per its 13F-HR filed 2026-01-23.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 26,454 shares
    Change vs previous 13F -1,607,976 shares

    19.59% of the 13F portfolio, value $1,616,040.

    13F-HR 0002020726-26-000001 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 1,634,430 shares
    Change vs previous 13F +10,338 shares

    24.31% of the 13F portfolio, value $106,561,731.

    13F-HR 0001085146-25-005934 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 1,624,092 shares
    Change vs previous 13F not available

    26.61% of the 13F portfolio, value $101,596,862.

    13F-HR 0001085146-25-003867 filed by McCarthy & Cox
    Filed (acceptance time not in the bulk data set), ingested

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