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Trinity Financial Advisors LLC: IJH position timeline

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

Trinity Financial Advisors LLC held 34,750 IJH 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 34,750 shares
    Change vs previous 13F +660 shares

    0.64% of the 13F portfolio, value $2,500,298.

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

  2. period ended2026-06-30
    13F 34,090 shares
    Change vs previous 13F -936 shares

    0.68% of the 13F portfolio, value $2,628,663.

    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 35,026 shares
    Change vs previous 13F +2,105 shares

    0.67% of the 13F portfolio, value $2,365,323.

    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 32,921 shares
    Change vs previous 13F -1,095 shares

    0.61% of the 13F portfolio, value $2,172,766.

    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 34,016 shares
    Change vs previous 13F -1,307 shares

    0.64% of the 13F portfolio, value $2,219,896.

    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 35,323 shares
    Change vs previous 13F -19,527 shares

    0.67% of the 13F portfolio, value $2,190,750.

    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 54,850 shares
    Change vs previous 13F -1,380 shares

    1.1% of the 13F portfolio, value $3,049,114.

    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 56,230 shares
    Change vs previous 13F not available

    1.33% of the 13F portfolio, value $3,494,679.

    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).