Trinity Financial Advisors LLC: SPY position timeline

Trinity Financial Advisors LLC held 56,103 SPY 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 56,103 shares

   Change vs previous 13F -2,706 shares

   11.04% of the 13F portfolio, value $42,892,336.

   13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
   Accepted 2026-10-08 21:39:08 UTC, ingested 2026-10-10 02:16:21 UTC

2. period ended2026-06-30

   13F 58,809 shares

   Change vs previous 13F -243 shares

   11.32% of the 13F portfolio, value $44,028,743.

   13F-HR 0001809574-26-000004 filed by Trinity Financial Advisors LLC
   Filed 2026-07-06 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2026-03-31

   13F 59,052 shares

   Change vs previous 13F -1,955 shares

   10.97% of the 13F portfolio, value $38,510,278.

   13F-HR 0001809574-26-000003 filed by Trinity Financial Advisors LLC
   Filed 2026-04-07 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-12-31

   13F 61,007 shares

   Change vs previous 13F -2,066 shares

   11.67% of the 13F portfolio, value $41,723,226.

   13F-HR 0001809574-26-000001 filed by Trinity Financial Advisors LLC
   Filed 2026-01-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-09-30

   13F 63,073 shares

   Change vs previous 13F -1,764 shares

   12.17% of the 13F portfolio, value $42,133,490.

   13F-HR 0001809574-25-000009 filed by Trinity Financial Advisors LLC
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-06-30

   13F 64,837 shares

   Change vs previous 13F -6 shares

   12.3% of the 13F portfolio, value $40,173,627.

   13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
   Filed 2025-07-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2025-03-31

   13F/A 64,843 shares

   Change vs previous 13F -186 shares

   12.59% of the 13F portfolio, value $34,912,403.

   13F-HR/A 0001809574-25-000006 filed by Trinity Financial Advisors LLC
   Filed 2025-05-19 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-12-31

   13F 65,029 shares

   Change vs previous 13F not available

   14.49% of the 13F portfolio, value $38,149,888.

   13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).