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Trinity Financial Advisors LLC: VTV position timeline

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

Trinity Financial Advisors LLC held 20,614 VTV 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 20,614 shares
    Change vs previous 13F -2,021 shares

    1.15% of the 13F portfolio, value $4,454,346.

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

  2. period ended2026-06-30
    13F 22,635 shares
    Change vs previous 13F -520 shares

    1.27% of the 13F portfolio, value $4,932,911.

    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 23,155 shares
    Change vs previous 13F -61 shares

    1.29% of the 13F portfolio, value $4,543,094.

    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 23,216 shares
    Change vs previous 13F -3,334 shares

    1.24% of the 13F portfolio, value $4,433,980.

    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 26,550 shares
    Change vs previous 13F -2,808 shares

    1.44% of the 13F portfolio, value $4,976,412.

    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 29,358 shares
    Change vs previous 13F -3,169 shares

    1.6% of the 13F portfolio, value $5,216,935.

    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 32,527 shares
    Change vs previous 13F -1,677 shares

    1.96% of the 13F portfolio, value $5,426,737.

    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 34,204 shares
    Change vs previous 13F not available

    2.2% of the 13F portfolio, value $5,782,503.

    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).