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TriaGen Wealth Management LLC: FALN position timeline

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

TriaGen Wealth Management LLC held 33,667 FALN 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 33,667 shares
    Change vs previous 13F -220 shares

    0.23% of the 13F portfolio, value $917,089.

    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 33,887 shares
    Change vs previous 13F +1,632 shares

    0.25% of the 13F portfolio, value $905,461.

    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 32,255 shares
    Change vs previous 13F -142 shares

    0.23% of the 13F portfolio, value $880,562.

    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 32,397 shares
    Change vs previous 13F -4,084 shares

    0.23% of the 13F portfolio, value $899,989.

    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 36,481 shares
    Change vs previous 13F +1,753 shares

    0.3% of the 13F portfolio, value $990,094.

    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 34,728 shares
    Change vs previous 13F +4,218 shares

    0.33% of the 13F portfolio, value $930,363.

    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 30,510 shares
    Change vs previous 13F +285 shares

    0.27% of the 13F portfolio, value $814,922.

    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 30,225 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $826,352.

    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).