TriaGen Wealth Management LLC: DBMF position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TriaGen Wealth Management LLC on DBMF, newest first. How the timeline and the estimate are built.
TriaGen Wealth Management LLC held 0 DBMF shares at 2025-09-30 per its 13F-HR filed 2025-10-22.
the latest 13F is the newest step
- period ended2025-09-3013F 0 sharesChange vs previous 13F -88,500 shares
13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-06-3013F 88,500 sharesChange vs previous 13F +9,397 shares
0.69% of the 13F portfolio, value $2,277,105.
13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 79,103 sharesChange vs previous 13F +18,307 shares
0.7% of the 13F portfolio, value $1,998,142.
13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 60,796 sharesChange vs previous 13F +6,123 shares
0.54% of the 13F portfolio, value $1,590,423.
13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 54,673 sharesChange vs previous 13F not available
0.51% of the 13F portfolio, value $1,537,951.
13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).