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Trinity Wealth Management, LLC: PSFF position timeline

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

Trinity Wealth Management, LLC held 28,403 PSFF 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 28,403 shares
    Change vs previous 13F -9,725 shares

    0.31% of the 13F portfolio, value $974,507.

    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 38,128 shares
    Change vs previous 13F +152 shares

    0.45% of the 13F portfolio, value $1,221,789.

    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 37,976 shares
    Change vs previous 13F -1,674 shares

    0.45% of the 13F portfolio, value $1,227,764.

    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 39,650 shares
    Change vs previous 13F -326 shares

    0.47% of the 13F portfolio, value $1,252,750.

    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 39,976 shares
    Change vs previous 13F -4,003 shares

    0.48% of the 13F portfolio, value $1,218,468.

    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 43,979 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $1,255,600.

    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).