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Trinity Wealth Management, LLC: MUB position timeline

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

Trinity Wealth Management, LLC held 33,168 MUB 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 33,168 shares
    Change vs previous 13F +87 shares

    1.13% of the 13F portfolio, value $3,569,540.

    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 33,081 shares
    Change vs previous 13F +6,153 shares

    1.29% of the 13F portfolio, value $3,511,548.

    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 26,928 shares
    Change vs previous 13F -4,621 shares

    1.06% of the 13F portfolio, value $2,884,258.

    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 31,549 shares
    Change vs previous 13F +1,972 shares

    1.26% of the 13F portfolio, value $3,359,653.

    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 29,577 shares
    Change vs previous 13F -28,312 shares

    1.23% of the 13F portfolio, value $3,090,205.

    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 57,889 shares
    Change vs previous 13F -946 shares

    2.79% of the 13F portfolio, value $6,103,816.

    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 58,835 shares
    Change vs previous 13F +4,160 shares

    2.84% of the 13F portfolio, value $6,268,869.

    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 54,675 shares
    Change vs previous 13F not available

    2.72% of the 13F portfolio, value $5,939,345.

    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).