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Disclosery

TriaGen Wealth Management LLC: EW position timeline

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

TriaGen Wealth Management LLC held 25,673 EW 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 25,673 shares
    Change vs previous 13F -24,618 shares

    0.58% of the 13F portfolio, value $2,322,380.

    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 50,291 shares
    Change vs previous 13F -3,107 shares

    1.1% of the 13F portfolio, value $4,027,303.

    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 53,398 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,552,180.

    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).