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Trifecta Capital Advisors, LLC: HOOD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trifecta Capital Advisors, LLC on HOOD, newest first. How the timeline and the estimate are built.

Trifecta Capital Advisors, LLC held 39,360 HOOD 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 39,360 shares
    Change vs previous 13F +1,775 shares

    0.51% of the 13F portfolio, value $3,947,021.

    13F-HR 0001962615-26-000003 filed by Trifecta Capital Advisors, 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 37,585 shares
    Change vs previous 13F +1,695 shares

    0.4% of the 13F portfolio, value $2,604,641.

    13F-HR 0001962615-26-000002 filed by Trifecta Capital Advisors, 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 35,890 shares
    Change vs previous 13F +745 shares

    0.6% of the 13F portfolio, value $4,059,159.

    13F-HR 0001962615-26-000001 filed by Trifecta Capital Advisors, 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 35,145 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $5,032,062.

    13F-HR 0001962615-25-000006 filed by Trifecta Capital Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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