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Trinity Financial Advisors LLC: FISV position timeline

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

Trinity Financial Advisors LLC held 15,283 FISV 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 15,283 shares
    Change vs previous 13F -10 shares

    0.18% of the 13F portfolio, value $690,486.

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

  2. period ended2026-06-30
    13F 15,293 shares
    Change vs previous 13F +10 shares

    0.19% of the 13F portfolio, value $750,122.

    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 15,283 shares
    Change vs previous 13F +5,962 shares

    0.24% of the 13F portfolio, value $852,791.

    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 9,321 shares
    Change vs previous 13F -9,211 shares

    0.18% of the 13F portfolio, value $626,092.

    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 18,532 shares
    Change vs previous 13F 0 shares

    0.69% of the 13F portfolio, value $2,389,331.

    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 18,532 shares
    Change vs previous 13F 0 shares

    0.98% of the 13F portfolio, value $3,195,102.

    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 18,532 shares
    Change vs previous 13F -482 shares

    1.45% of the 13F portfolio, value $4,019,591.

    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 19,014 shares
    Change vs previous 13F not available

    1.49% of the 13F portfolio, value $3,916,504.

    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).