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Disclosery

Naviter Wealth, LLC: TRIN position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Naviter Wealth, LLC on TRIN, newest first. How the timeline and the estimate are built.

Naviter Wealth, LLC held 161,870 TRIN shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 161,870 shares
    Change vs previous 13F +75,380 shares

    0.26% of the 13F portfolio, value $2,895,854.

    13F-HR 0001951757-26-001175 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 86,490 shares
    Change vs previous 13F +41,057 shares

    0.16% of the 13F portfolio, value $1,272,268.

    13F-HR 0001951757-26-000571 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 45,433 shares
    Change vs previous 13F +33,653 shares

    0.09% of the 13F portfolio, value $688,764.

    13F-HR 0001951757-26-000260 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 11,780 shares
    Change vs previous 13F -10,190 shares

    0.02% of the 13F portfolio, value $188,362.

    13F-HR 0001951757-25-001297 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 21,970 shares
    Change vs previous 13F +3,370 shares

    0.04% of the 13F portfolio, value $320,323.

    13F-HR 0001951757-25-000971 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,600 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $294,438.

    13F-HR 0001951757-25-000456 filed by Naviter Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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