Skip to content
Disclosery

TRB Wealth Management, LLC: FEX position timeline

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

TRB Wealth Management, LLC held 1,581 FEX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,581 shares
    Change vs previous 13F -1,483 shares

    0.03% of the 13F portfolio, value $221,190.

    13F-HR 0001214659-26-009943 filed by TRB Wealth Management, 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 3,064 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $373,629.

    13F-HR 0001214659-26-006187 filed by TRB Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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