Skip to content
Disclosery

Trinity Financial Advisors LLC: VOO position timeline

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

Trinity Financial Advisors LLC held 23,804 VOO 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 23,804 shares
    Change vs previous 13F +1,104 shares

    4.29% of the 13F portfolio, value $16,683,020.

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

  2. period ended2026-06-30
    13F 22,700 shares
    Change vs previous 13F -94 shares

    4.01% of the 13F portfolio, value $15,590,429.

    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 22,794 shares
    Change vs previous 13F +1,438 shares

    3.88% of the 13F portfolio, value $13,620,527.

    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 21,356 shares
    Change vs previous 13F +263 shares

    3.75% of the 13F portfolio, value $13,393,187.

    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 21,093 shares
    Change vs previous 13F +688 shares

    3.74% of the 13F portfolio, value $12,953,896.

    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 20,405 shares
    Change vs previous 13F -214 shares

    3.56% of the 13F portfolio, value $11,626,411.

    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 20,619 shares
    Change vs previous 13F +3,900 shares

    3.67% of the 13F portfolio, value $10,189,234.

    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 16,719 shares
    Change vs previous 13F not available

    3.41% of the 13F portfolio, value $8,985,863.

    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).