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
- period ended2026-09-3013F 115,887 sharesChange 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 - period ended2026-06-3013F 112,298 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 27,708 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 29,499 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 28,642 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 28,616 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F/A 24,794 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 22,565 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).