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Trinity Financial Advisors LLC: DFAS position timeline

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

Trinity Financial Advisors LLC held 182,449 DFAS 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 182,449 shares
    Change vs previous 13F +1,367 shares

    3.64% of the 13F portfolio, value $14,125,176.

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

  2. period ended2026-06-30
    13F 181,082 shares
    Change vs previous 13F +1,570 shares

    3.83% of the 13F portfolio, value $14,910,273.

    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 179,512 shares
    Change vs previous 13F +5,760 shares

    3.64% of the 13F portfolio, value $12,768,688.

    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 173,752 shares
    Change vs previous 13F +4,084 shares

    3.39% of the 13F portfolio, value $12,105,330.

    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 169,668 shares
    Change vs previous 13F -1,521 shares

    3.35% of the 13F portfolio, value $11,615,495.

    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 171,189 shares
    Change vs previous 13F +4,086 shares

    3.34% of the 13F portfolio, value $10,906,453.

    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).

  7. period ended2025-03-31
    13F/A 167,103 shares
    Change vs previous 13F +9,918 shares

    3.42% of the 13F portfolio, value $9,474,731.

    13F-HR/A 0001809574-25-000006 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).

  8. period ended2024-12-31
    13F 157,185 shares
    Change vs previous 13F not available

    3.88% of the 13F portfolio, value $10,215,483.

    13F-HR 0001809574-25-000001 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).