Trinity Financial Advisors LLC: DFIS position timeline

Trinity Financial Advisors LLC held 155,467 DFIS 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 155,467 shares

   Change vs previous 13F +12,383 shares

   1.45% of the 13F portfolio, value $5,632,584.

   13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
   Accepted 2026-10-08 21:39:08 UTC, ingested 2026-10-10 02:16:21 UTC

2. period ended2026-06-30

   13F 143,084 shares

   Change vs previous 13F +3,252 shares

   1.29% of the 13F portfolio, value $5,012,248.

   13F-HR 0001809574-26-000004 filed by Trinity Financial Advisors LLC
   Filed 2026-07-06 (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).

3. period ended2026-03-31

   13F 139,832 shares

   Change vs previous 13F +7,704 shares

   1.34% of the 13F portfolio, value $4,708,132.

   13F-HR 0001809574-26-000003 filed by Trinity Financial Advisors LLC
   Filed 2026-04-07 (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).

4. period ended2025-12-31

   13F 132,128 shares

   Change vs previous 13F +7,323 shares

   1.22% of the 13F portfolio, value $4,352,310.

   13F-HR 0001809574-26-000001 filed by Trinity Financial Advisors LLC
   Filed 2026-01-13 (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).

5. period ended2025-09-30

   13F 124,805 shares

   Change vs previous 13F +5,501 shares

   1.14% of the 13F portfolio, value $3,947,587.

   13F-HR 0001809574-25-000009 filed by Trinity Financial Advisors LLC
   Filed 2025-10-07 (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).

6. period ended2025-06-30

   13F 119,304 shares

   Change vs previous 13F +2,436 shares

   1.09% of the 13F portfolio, value $3,560,025.

   13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
   Filed 2025-07-03 (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).

7. period ended2025-03-31

   13F/A 116,868 shares

   Change vs previous 13F +1,271 shares

   1.07% of the 13F portfolio, value $2,976,636.

   13F-HR/A 0001809574-25-000006 filed by Trinity Financial Advisors LLC
   Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

8. period ended2024-12-31

   13F 115,597 shares

   Change vs previous 13F not available

   1.08% of the 13F portfolio, value $2,833,290.

   13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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