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Trinity Financial Advisors LLC: DFIV position timeline

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

Trinity Financial Advisors LLC held 666,684 DFIV 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 666,684 shares
    Change vs previous 13F -1,718 shares

    9.59% of the 13F portfolio, value $37,240,952.

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

  2. period ended2026-06-30
    13F 668,402 shares
    Change vs previous 13F +6,234 shares

    9.28% of the 13F portfolio, value $36,107,097.

    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 662,168 shares
    Change vs previous 13F +518 shares

    9.95% of the 13F portfolio, value $34,949,245.

    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 661,650 shares
    Change vs previous 13F +9,602 shares

    9.23% of the 13F portfolio, value $33,016,349.

    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 652,048 shares
    Change vs previous 13F +8,540 shares

    8.68% of the 13F portfolio, value $30,072,467.

    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 643,508 shares
    Change vs previous 13F +8,117 shares

    8.44% of the 13F portfolio, value $27,561,433.

    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 635,391 shares
    Change vs previous 13F +34,836 shares

    8.8% of the 13F portfolio, value $24,398,996.

    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 600,555 shares
    Change vs previous 13F not available

    8.07% of the 13F portfolio, value $21,235,612.

    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).