Skip to content
Disclosery

Trinity Wealth Management, LLC: IBTJ position timeline

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

Trinity Wealth Management, LLC held 15,722 IBTJ 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 15,722 shares
    Change vs previous 13F +54 shares

    0.11% of the 13F portfolio, value $340,381.

    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 15,668 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $342,236.

    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 15,668 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $343,834.

    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 15,668 shares
    Change vs previous 13F 0 shares

    0.13% of the 13F portfolio, value $343,991.

    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 15,668 shares
    Change vs previous 13F +307 shares

    0.14% of the 13F portfolio, value $343,443.

    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 15,361 shares
    Change vs previous 13F +91 shares

    0.15% of the 13F portfolio, value $334,409.

    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 15,270 shares
    Change vs previous 13F not available

    0.15% of the 13F portfolio, value $325,653.

    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).