Trinity Financial Advisors LLC: VB position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trinity Financial Advisors LLC on VB, newest first. How the timeline and the estimate are built.
Trinity Financial Advisors LLC held 5,558 VB shares at 2026-09-30 per its 13F-HR filed 2026-10-09.
the latest 13F is the newest step
- period ended2026-09-3013F 5,558 sharesChange vs previous 13F -133 shares
0.41% of the 13F portfolio, value $1,581,230.
13F-HR 0001809574-26-000006 filed by Trinity Financial Advisors LLC
Accepted , ingested - period ended2026-06-3013F 5,691 sharesChange vs previous 13F +482 shares
0.44% of the 13F portfolio, value $1,724,908.
13F-HR 0001809574-26-000004 filed by Trinity Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 5,209 sharesChange vs previous 13F -17 shares
0.39% of the 13F portfolio, value $1,364,335.
13F-HR 0001809574-26-000003 filed by Trinity Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 5,226 sharesChange vs previous 13F -41 shares
0.38% of the 13F portfolio, value $1,347,959.
13F-HR 0001809574-26-000001 filed by Trinity Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 5,267 sharesChange vs previous 13F -502 shares
0.39% of the 13F portfolio, value $1,343,442.
13F-HR 0001809574-25-000009 filed by Trinity Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 5,769 sharesChange vs previous 13F -894 shares
0.42% of the 13F portfolio, value $1,371,750.
13F-HR 0001809574-25-000007 filed by Trinity Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 6,663 sharesChange vs previous 13F -9 shares
0.51% of the 13F portfolio, value $1,404,844.
13F-HR/A 0001809574-25-000006 filed by Trinity Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 6,672 sharesChange vs previous 13F not available
0.61% of the 13F portfolio, value $1,601,528.
13F-HR 0001809574-25-000001 filed by Trinity Financial Advisors LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).