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Trinity Financial Advisors LLC: ITOT position timeline

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

Trinity Financial Advisors LLC held 3,951 ITOT 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 3,951 shares
    Change vs previous 13F +10 shares

    0.17% of the 13F portfolio, value $657,028.

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

  2. period ended2026-06-30
    13F 3,941 shares
    Change vs previous 13F +259 shares

    0.17% of the 13F portfolio, value $647,454.

    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 3,682 shares
    Change vs previous 13F +8 shares

    0.15% of the 13F portfolio, value $524,439.

    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 3,674 shares
    Change vs previous 13F +12 shares

    0.15% of the 13F portfolio, value $546,257.

    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 3,662 shares
    Change vs previous 13F -82 shares

    0.15% of the 13F portfolio, value $533,365.

    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 3,744 shares
    Change vs previous 13F +7 shares

    0.15% of the 13F portfolio, value $505,562.

    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 3,737 shares
    Change vs previous 13F +17 shares

    0.16% of the 13F portfolio, value $437,634.

    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 3,720 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $477,545.

    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).