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Disclosery

Trinity Financial Advisors LLC: TOST position timeline

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

Trinity Financial Advisors LLC held 8,008 TOST 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 8,008 shares
    Change vs previous 13F -150 shares

    0.06% of the 13F portfolio, value $232,152.

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

  2. period ended2026-06-30
    13F 8,158 shares
    Change vs previous 13F +8,158 shares

    0.06% of the 13F portfolio, value $226,956.

    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 0 shares
    Change vs previous 13F -12,726 shares

    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).

    Exited: the 13F for this period no longer lists the position.

  4. period ended2025-12-31
    13F 12,726 shares
    Change vs previous 13F +632 shares

    0.13% of the 13F portfolio, value $451,900.

    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 12,094 shares
    Change vs previous 13F +296 shares

    0.13% of the 13F portfolio, value $441,552.

    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 11,798 shares
    Change vs previous 13F -604 shares

    0.16% of the 13F portfolio, value $522,533.

    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 12,402 shares
    Change vs previous 13F -188 shares

    0.15% of the 13F portfolio, value $405,049.

    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 12,590 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $458,024.

    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).