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Disclosery

Trinity Financial Advisors LLC: VRT position timeline

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

Trinity Financial Advisors LLC held 1,564 VRT 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 1,564 shares
    Change vs previous 13F -2,564 shares

    0.1% of the 13F portfolio, value $377,427.

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

  2. period ended2026-06-30
    13F 4,128 shares
    Change vs previous 13F +1 shares

    0.36% of the 13F portfolio, value $1,382,188.

    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 4,127 shares
    Change vs previous 13F -299 shares

    0.29% of the 13F portfolio, value $1,034,249.

    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 4,426 shares
    Change vs previous 13F +290 shares

    0.2% of the 13F portfolio, value $717,134.

    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 4,136 shares
    Change vs previous 13F +1 shares

    0.18% of the 13F portfolio, value $623,965.

    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 4,135 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $530,986.

    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).