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Trinity Financial Advisors LLC: DFLV position timeline

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

Trinity Financial Advisors LLC held 469,483 DFLV 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 469,483 shares
    Change vs previous 13F -1,548 shares

    4.85% of the 13F portfolio, value $18,859,140.

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

  2. period ended2026-06-30
    13F 471,031 shares
    Change vs previous 13F +8,541 shares

    4.79% of the 13F portfolio, value $18,624,558.

    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 462,490 shares
    Change vs previous 13F +30,173 shares

    4.7% of the 13F portfolio, value $16,515,501.

    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 432,317 shares
    Change vs previous 13F +396,427 shares

    4.14% of the 13F portfolio, value $14,789,559.

    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 35,890 shares
    Change vs previous 13F +506 shares

    0.34% of the 13F portfolio, value $1,180,767.

    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 35,384 shares
    Change vs previous 13F -20,433 shares

    0.34% of the 13F portfolio, value $1,097,601.

    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 55,817 shares
    Change vs previous 13F -1,842 shares

    0.59% of the 13F portfolio, value $1,631,533.

    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 57,659 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,728,617.

    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).