Skip to content
Disclosery

Trifecta Capital Advisors, LLC: SPOT position timeline

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

Trifecta Capital Advisors, LLC held 2,430 SPOT 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 2,430 shares
    Change vs previous 13F -289 shares

    0.14% of the 13F portfolio, value $1,115,686.

    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 2,719 shares
    Change vs previous 13F -40 shares

    0.2% of the 13F portfolio, value $1,318,471.

    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 2,759 shares
    Change vs previous 13F -3,289 shares

    0.24% of the 13F portfolio, value $1,602,179.

    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 6,048 shares
    Change vs previous 13F +612 shares

    0.64% of the 13F portfolio, value $4,221,504.

    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).

  5. period ended2025-06-30
    13F 5,436 shares
    Change vs previous 13F +5,336 shares

    0.69% of the 13F portfolio, value $4,171,261.

    13F-HR 0001962615-25-000003 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).

  6. period ended2025-03-31
    13F 100 shares
    Change vs previous 13F +25 shares

    0.01% of the 13F portfolio, value $55,003.

    13F-HR 0001962615-25-000002 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).

  7. period ended2024-12-31
    13F 75 shares
    Change vs previous 13F 0 shares

    0.01% of the 13F portfolio, value $33,554.

    13F-HR 0001962615-25-000001 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).

  8. period ended2024-09-30
    13F 75 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $27,640.

    13F-HR 0001962615-24-000007 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).