Skip to content
Disclosery

Trinity Financial Advisors LLC: DFAI position timeline

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

Trinity Financial Advisors LLC held 822,587 DFAI shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 822,587 shares
    Change vs previous 13F -1,139 shares

    8.77% of the 13F portfolio, value $34,079,791.

    13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 823,726 shares
    Change vs previous 13F -1,821 shares

    8.73% of the 13F portfolio, value $33,978,694.

    13F-HR 0001809574-26-000004 filed by Trinity Financial 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 ended2026-03-31
    13F 825,547 shares
    Change vs previous 13F +705,264 shares

    9.16% of the 13F portfolio, value $32,163,323.

    13F-HR 0001809574-26-000003 filed by Trinity Financial 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 ended2025-12-31
    13F 120,283 shares
    Change vs previous 13F +15,404 shares

    1.28% of the 13F portfolio, value $4,583,996.

    13F-HR 0001809574-26-000001 filed by Trinity Financial 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 ended2025-09-30
    13F 104,879 shares
    Change vs previous 13F +12,762 shares

    1.1% of the 13F portfolio, value $3,812,356.

    13F-HR 0001809574-25-000009 filed by Trinity Financial 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 ended2025-06-30
    13F 92,117 shares
    Change vs previous 13F not available

    0.98% of the 13F portfolio, value $3,184,499.

    13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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