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Trinity Financial Advisors LLC: VTEB position timeline

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

Trinity Financial Advisors LLC held 143,456 VTEB 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 143,456 shares
    Change vs previous 13F +8,712 shares

    1.75% of the 13F portfolio, value $6,794,097.

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

  2. period ended2026-06-30
    13F 134,744 shares
    Change vs previous 13F +1,971 shares

    1.75% of the 13F portfolio, value $6,815,328.

    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 132,773 shares
    Change vs previous 13F -1,678 shares

    1.89% of the 13F portfolio, value $6,624,069.

    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 134,451 shares
    Change vs previous 13F -35,054 shares

    1.89% of the 13F portfolio, value $6,761,525.

    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 169,505 shares
    Change vs previous 13F -25,880 shares

    2.45% of the 13F portfolio, value $8,487,125.

    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 195,385 shares
    Change vs previous 13F +44,520 shares

    2.93% of the 13F portfolio, value $9,579,742.

    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 150,865 shares
    Change vs previous 13F +42,441 shares

    2.71% of the 13F portfolio, value $7,513,077.

    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 108,424 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $5,442,894.

    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).