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TriaGen Wealth Management LLC: WDC position timeline

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

TriaGen Wealth Management LLC held 4,186 WDC 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 4,186 shares
    Change vs previous 13F -1,360 shares

    0.67% of the 13F portfolio, value $2,673,682.

    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 5,546 shares
    Change vs previous 13F +25 shares

    0.41% of the 13F portfolio, value $1,500,138.

    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 5,521 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $951,103.

    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).