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Trinity Financial Advisors LLC: IVV position timeline

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

Trinity Financial Advisors LLC held 1,790 IVV 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 1,790 shares
    Change vs previous 13F -691 shares

    0.35% of the 13F portfolio, value $1,370,783.

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

  2. period ended2026-06-30
    13F 2,481 shares
    Change vs previous 13F +51 shares

    0.48% of the 13F portfolio, value $1,858,063.

    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 2,430 shares
    Change vs previous 13F -373 shares

    0.45% of the 13F portfolio, value $1,587,578.

    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 2,803 shares
    Change vs previous 13F +244 shares

    0.54% of the 13F portfolio, value $1,920,128.

    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 2,559 shares
    Change vs previous 13F +6 shares

    0.49% of the 13F portfolio, value $1,712,481.

    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 2,553 shares
    Change vs previous 13F +1,216 shares

    0.49% of the 13F portfolio, value $1,585,155.

    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 1,337 shares
    Change vs previous 13F +968 shares

    0.26% of the 13F portfolio, value $722,119.

    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 369 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $216,729.

    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).