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Trinity Financial Advisors LLC: VYM position timeline

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

Trinity Financial Advisors LLC held 38,444 VYM 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 38,444 shares
    Change vs previous 13F -798 shares

    1.54% of the 13F portfolio, value $5,966,472.

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

  2. period ended2026-06-30
    13F 39,242 shares
    Change vs previous 13F -1,049 shares

    1.59% of the 13F portfolio, value $6,201,432.

    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 40,291 shares
    Change vs previous 13F -490 shares

    1.7% of the 13F portfolio, value $5,967,158.

    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 40,781 shares
    Change vs previous 13F -3,369 shares

    1.64% of the 13F portfolio, value $5,852,868.

    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 44,150 shares
    Change vs previous 13F -2,213 shares

    1.8% of the 13F portfolio, value $6,222,990.

    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 46,363 shares
    Change vs previous 13F -1,294 shares

    1.89% of the 13F portfolio, value $6,180,693.

    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 47,657 shares
    Change vs previous 13F -235 shares

    2.13% of the 13F portfolio, value $5,914,753.

    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 47,892 shares
    Change vs previous 13F not available

    2.32% of the 13F portfolio, value $6,108,096.

    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).