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Disclosery

Trinity Financial Advisors LLC: DFUS position timeline

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

Trinity Financial Advisors LLC held 301,875 DFUS 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 301,875 shares
    Change vs previous 13F -1,152 shares

    6.45% of the 13F portfolio, value $25,064,693.

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

  2. period ended2026-06-30
    13F 303,027 shares
    Change vs previous 13F +211 shares

    6.38% of the 13F portfolio, value $24,830,001.

    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 302,816 shares
    Change vs previous 13F +35,310 shares

    6.11% of the 13F portfolio, value $21,472,675.

    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 267,506 shares
    Change vs previous 13F +21,676 shares

    5.55% of the 13F portfolio, value $19,840,894.

    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 245,830 shares
    Change vs previous 13F +9,469 shares

    5.14% of the 13F portfolio, value $17,807,921.

    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 236,361 shares
    Change vs previous 13F -17,705 shares

    4.85% of the 13F portfolio, value $15,840,883.

    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 254,066 shares
    Change vs previous 13F +36,190 shares

    5.32% of the 13F portfolio, value $14,745,992.

    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 217,876 shares
    Change vs previous 13F not available

    5.27% of the 13F portfolio, value $13,865,630.

    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).