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Trinity Financial Advisors LLC: VTI position timeline

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

Trinity Financial Advisors LLC held 32,658 VTI 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 32,658 shares
    Change vs previous 13F -1,331 shares

    3.15% of the 13F portfolio, value $12,222,011.

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

  2. period ended2026-06-30
    13F 33,989 shares
    Change vs previous 13F -546 shares

    3.23% of the 13F portfolio, value $12,577,234.

    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 34,535 shares
    Change vs previous 13F -7,523 shares

    3.15% of the 13F portfolio, value $11,079,268.

    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 42,058 shares
    Change vs previous 13F -1,534 shares

    3.94% of the 13F portfolio, value $14,100,669.

    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 43,592 shares
    Change vs previous 13F -1,759 shares

    4.14% of the 13F portfolio, value $14,345,083.

    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 45,351 shares
    Change vs previous 13F +6,848 shares

    4.23% of the 13F portfolio, value $13,824,913.

    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 38,503 shares
    Change vs previous 13F -443 shares

    3.66% of the 13F portfolio, value $10,163,137.

    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 38,946 shares
    Change vs previous 13F not available

    4.28% of the 13F portfolio, value $11,265,506.

    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).