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TriaGen Wealth Management LLC: DFCA position timeline

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

TriaGen Wealth Management LLC held 71,160 DFCA shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,160 shares
    Change vs previous 13F +5,084 shares

    0.9% of the 13F portfolio, value $3,570,831.

    13F-HR 0001172661-26-002712 filed by TriaGen 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 66,076 shares
    Change vs previous 13F +12,620 shares

    0.9% of the 13F portfolio, value $3,293,867.

    13F-HR 0001172661-26-001565 filed by TriaGen Wealth Management 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 53,456 shares
    Change vs previous 13F +5,632 shares

    0.69% of the 13F portfolio, value $2,677,096.

    13F-HR 0001172661-26-000326 filed by TriaGen Wealth Management 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 47,824 shares
    Change vs previous 13F +8,626 shares

    0.62% of the 13F portfolio, value $2,382,828.

    13F-HR 0001172661-25-004361 filed by TriaGen Wealth Management 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 39,198 shares
    Change vs previous 13F +89 shares

    0.59% of the 13F portfolio, value $1,931,667.

    13F-HR 0001172661-25-002685 filed by TriaGen Wealth Management 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 39,109 shares
    Change vs previous 13F -253 shares

    0.68% of the 13F portfolio, value $1,939,806.

    13F-HR 0001172661-25-001775 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 39,362 shares
    Change vs previous 13F +1,940 shares

    0.66% of the 13F portfolio, value $1,970,084.

    13F-HR 0001172661-25-000336 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 37,422 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $1,896,549.

    13F-HR 0001172661-24-004311 filed by TriaGen Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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