Trinity Legacy Partners, LLC: WM position timeline

Trinity Legacy Partners, LLC held 35,908 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 35,908 shares

   Change vs previous 13F +2,153 shares

   1.74% of the 13F portfolio, value $8,698,662.

   13F-HR 0001214659-26-008905 filed by Trinity Legacy Partners, LLC
   Filed 2026-07-24 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 33,755 shares

   Change vs previous 13F +872 shares

   1.66% of the 13F portfolio, value $7,665,475.

   13F-HR 0001214659-26-004719 filed by Trinity Legacy Partners, LLC
   Filed 2026-04-16 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 32,883 shares

   Change vs previous 13F +536 shares

   1.66% of the 13F portfolio, value $7,224,683.

   13F-HR 0001214659-26-000809 filed by Trinity Legacy Partners, LLC
   Filed 2026-01-26 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 32,347 shares

   Change vs previous 13F +1,061 shares

   1.49% of the 13F portfolio, value $6,461,974.

   13F-HR 0001214659-25-015825 filed by Trinity Legacy Partners, LLC
   Filed 2025-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 31,286 shares

   Change vs previous 13F +231 shares

   1.72% of the 13F portfolio, value $7,066,200.

   13F-HR 0001214659-25-010675 filed by Trinity Legacy Partners, LLC
   Filed 2025-07-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).

6. period ended2025-03-31

   13F 31,055 shares

   Change vs previous 13F +646 shares

   1.75% of the 13F portfolio, value $6,906,115.

   13F-HR 0001214659-25-007587 filed by Trinity Legacy Partners, LLC
   Filed 2025-05-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

7. period ended2024-12-31

   13F 30,409 shares

   Change vs previous 13F +1,480 shares

   1.58% of the 13F portfolio, value $6,136,283.

   13F-HR 0001214659-25-001704 filed by Trinity Legacy Partners, LLC
   Filed 2025-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

8. period ended2024-09-30

   13F 28,929 shares

   Change vs previous 13F not available

   1.59% of the 13F portfolio, value $6,176,353.

   13F-HR 0001214659-24-018161 filed by Trinity Legacy Partners, LLC
   Filed 2024-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).