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Trinity Wealth Management, LLC: IBTG position timeline

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

Trinity Wealth Management, LLC held 221,872 IBTG 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 221,872 shares
    Change vs previous 13F -42,840 shares

    1.61% of the 13F portfolio, value $5,078,650.

    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 264,712 shares
    Change vs previous 13F +6,322 shares

    2.23% of the 13F portfolio, value $6,065,876.

    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 258,390 shares
    Change vs previous 13F +222,998 shares

    2.18% of the 13F portfolio, value $5,910,672.

    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 35,392 shares
    Change vs previous 13F +3,512 shares

    0.3% of the 13F portfolio, value $812,246.

    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 31,880 shares
    Change vs previous 13F +2,570 shares

    0.29% of the 13F portfolio, value $731,008.

    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 29,310 shares
    Change vs previous 13F +721 shares

    0.31% of the 13F portfolio, value $672,371.

    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).

  7. period ended2024-12-31
    13F 28,589 shares
    Change vs previous 13F +18,290 shares

    0.3% of the 13F portfolio, value $652,115.

    13F-HR 0001085146-25-000455 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).

  8. period ended2024-09-30
    13F 10,299 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $237,546.

    13F-HR 0001085146-24-004992 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).