Trifecta Capital Advisors, LLC: B position timeline

Trifecta Capital Advisors, LLC held 8,750 B shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 8,750 shares

   Change vs previous 13F +2,500 shares

   0.04% of the 13F portfolio, value $321,388.

   13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, LLC
   Filed 2026-08-03 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 6,250 shares

   Change vs previous 13F +6,250 shares

   0.04% of the 13F portfolio, value $254,938.

   13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, LLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 0 shares

   Change vs previous 13F -875 shares

   13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, LLC
   Filed 2026-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

   Exited: the 13F for this period no longer lists the position.

4. period ended2025-09-30

   13F 875 shares

   Change vs previous 13F -425 shares

   <0.01% of the 13F portfolio, value $28,674.

   13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, LLC
   Filed 2025-11-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 1,300 shares

   Change vs previous 13F not available

   <0.01% of the 13F portfolio, value $27,066.

   13F-HR 0001962615-25-000003 filed by Trifecta Capital Advisors, LLC
   Filed 2025-07-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).