Skip to content
Disclosery

Trinity Wealth Management, LLC: EXC position timeline

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

Trinity Wealth Management, LLC held 5,145 EXC shares at 2026-06-30 per its 13F-HR filed 2026-07-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,145 shares
    Change vs previous 13F +11 shares

    0.08% of the 13F portfolio, value $239,860.

    13F-HR 0001685364-26-000004 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 5,134 shares
    Change vs previous 13F +199 shares

    0.09% of the 13F portfolio, value $251,669.

    13F-HR 0001685364-26-000002 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 4,935 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $215,117.

    13F-HR 0001685364-26-000001 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 4,935 shares
    Change vs previous 13F +35 shares

    0.08% of the 13F portfolio, value $222,124.

    13F-HR 0001085146-25-005828 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 4,900 shares
    Change vs previous 13F 0 shares

    0.08% of the 13F portfolio, value $212,758.

    13F-HR 0001085146-25-003745 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 4,900 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $225,792.

    13F-HR 0001085146-25-002035 filed by Trinity Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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