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TriaGen Wealth Management LLC: VMBS position timeline

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

TriaGen Wealth Management LLC held 58,705 VMBS 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 58,705 shares
    Change vs previous 13F +70 shares

    0.69% of the 13F portfolio, value $2,747,981.

    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 58,635 shares
    Change vs previous 13F +2,187 shares

    0.75% of the 13F portfolio, value $2,752,913.

    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 56,448 shares
    Change vs previous 13F -366 shares

    0.69% of the 13F portfolio, value $2,657,572.

    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 56,814 shares
    Change vs previous 13F +4,450 shares

    0.7% of the 13F portfolio, value $2,667,985.

    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 52,364 shares
    Change vs previous 13F +2,387 shares

    0.74% of the 13F portfolio, value $2,426,548.

    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 49,977 shares
    Change vs previous 13F +6,097 shares

    0.82% of the 13F portfolio, value $2,314,435.

    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 43,880 shares
    Change vs previous 13F +2,291 shares

    0.67% of the 13F portfolio, value $1,989,519.

    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 41,589 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,963,417.

    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).