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Trinity Financial Advisors LLC: OBDC position timeline

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

Trinity Financial Advisors LLC held 1,149,380 OBDC 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 1,149,380 shares
    Change vs previous 13F +27,788 shares

    3.2% of the 13F portfolio, value $12,413,339.

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

  2. period ended2026-06-30
    13F 1,121,592 shares
    Change vs previous 13F +66,367 shares

    3.22% of the 13F portfolio, value $12,539,393.

    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 1,055,225 shares
    Change vs previous 13F -436,741 shares

    3.43% of the 13F portfolio, value $12,059,615.

    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 1,491,966 shares
    Change vs previous 13F +341,797 shares

    5.34% of the 13F portfolio, value $19,096,626.

    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 1,150,169 shares
    Change vs previous 13F -684 shares

    4.36% of the 13F portfolio, value $15,113,432.

    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 1,150,853 shares
    Change vs previous 13F +25,377 shares

    5.18% of the 13F portfolio, value $16,928,952.

    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 1,125,476 shares
    Change vs previous 13F +180,187 shares

    5.99% of the 13F portfolio, value $16,607,003.

    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 945,289 shares
    Change vs previous 13F not available

    5.62% of the 13F portfolio, value $14,784,359.

    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).