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TriaGen Wealth Management LLC: SSRM position timeline

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

TriaGen Wealth Management LLC held 30,395 SSRM 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 30,395 shares
    Change vs previous 13F +290 shares

    0.22% of the 13F portfolio, value $859,571.

    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 30,105 shares
    Change vs previous 13F +168 shares

    0.24% of the 13F portfolio, value $884,257.

    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 29,937 shares
    Change vs previous 13F 0 shares

    0.17% of the 13F portfolio, value $656,371.

    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 29,937 shares
    Change vs previous 13F -28,615 shares

    0.19% of the 13F portfolio, value $730,789.

    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 58,552 shares
    Change vs previous 13F +1,220 shares

    0.23% of the 13F portfolio, value $747,554.

    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 57,332 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $574,715.

    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).