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Trinity Wealth Management, LLC: IHDG position timeline

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

Trinity Wealth Management, LLC held 239,282 IHDG 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 239,282 shares
    Change vs previous 13F -272 shares

    3.98% of the 13F portfolio, value $12,533,591.

    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 239,554 shares
    Change vs previous 13F -55,322 shares

    4.24% of the 13F portfolio, value $11,534,525.

    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 294,876 shares
    Change vs previous 13F +3,249 shares

    5.29% of the 13F portfolio, value $14,348,682.

    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 291,627 shares
    Change vs previous 13F +5,544 shares

    5.04% of the 13F portfolio, value $13,438,188.

    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 286,083 shares
    Change vs previous 13F +23,257 shares

    5.12% of the 13F portfolio, value $12,888,054.

    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 262,826 shares
    Change vs previous 13F +2,722 shares

    5.21% of the 13F portfolio, value $11,406,663.

    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 260,104 shares
    Change vs previous 13F +12,443 shares

    5.12% of the 13F portfolio, value $11,306,718.

    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 247,661 shares
    Change vs previous 13F not available

    5.19% of the 13F portfolio, value $11,318,118.

    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).