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Trinity Financial Advisors LLC: VO position timeline

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

Trinity Financial Advisors LLC held 115,887 VO 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 115,887 shares
    Change vs previous 13F +3,589 shares

    2.34% of the 13F portfolio, value $9,087,832.

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

  2. period ended2026-06-30
    13F 112,298 shares
    Change vs previous 13F +84,590 shares

    2.33% of the 13F portfolio, value $9,047,840.

    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 27,708 shares
    Change vs previous 13F -1,791 shares

    2.27% of the 13F portfolio, value $7,957,324.

    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 29,499 shares
    Change vs previous 13F +857 shares

    2.39% of the 13F portfolio, value $8,561,317.

    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 28,642 shares
    Change vs previous 13F +26 shares

    2.44% of the 13F portfolio, value $8,442,983.

    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 28,616 shares
    Change vs previous 13F +3,822 shares

    2.46% of the 13F portfolio, value $8,038,226.

    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 24,794 shares
    Change vs previous 13F +2,229 shares

    2.23% of the 13F portfolio, value $6,178,089.

    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 22,565 shares
    Change vs previous 13F not available

    2.26% of the 13F portfolio, value $5,951,260.

    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).