Skip to content
Disclosery

Trinity Financial Advisors LLC: VUG position timeline

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

Trinity Financial Advisors LLC held 20,386 VUG 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 20,386 shares
    Change vs previous 13F -417 shares

    0.47% of the 13F portfolio, value $1,836,951.

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

  2. period ended2026-06-30
    13F 20,803 shares
    Change vs previous 13F +17,324 shares

    0.46% of the 13F portfolio, value $1,791,975.

    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 3,479 shares
    Change vs previous 13F -2,622 shares

    0.43% of the 13F portfolio, value $1,519,670.

    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 6,101 shares
    Change vs previous 13F -13 shares

    0.83% of the 13F portfolio, value $2,976,299.

    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 6,114 shares
    Change vs previous 13F +30 shares

    0.85% of the 13F portfolio, value $2,935,428.

    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 6,084 shares
    Change vs previous 13F -69 shares

    0.82% of the 13F portfolio, value $2,670,370.

    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 6,153 shares
    Change vs previous 13F +603 shares

    0.79% of the 13F portfolio, value $2,187,945.

    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 5,550 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $2,273,429.

    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).