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Trinity Wealth Management, LLC: SIZE position timeline

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

Trinity Wealth Management, LLC held 99,753 SIZE 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 99,753 shares
    Change vs previous 13F -11,110 shares

    5.64% of the 13F portfolio, value $17,783,971.

    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 110,863 shares
    Change vs previous 13F -1,431 shares

    6.49% of the 13F portfolio, value $17,678,219.

    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 112,294 shares
    Change vs previous 13F +587 shares

    6.68% of the 13F portfolio, value $18,143,401.

    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 111,707 shares
    Change vs previous 13F -3,329 shares

    6.73% of the 13F portfolio, value $17,960,198.

    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 115,036 shares
    Change vs previous 13F +2,583 shares

    7.06% of the 13F portfolio, value $17,777,612.

    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 112,453 shares
    Change vs previous 13F +532 shares

    7.47% of the 13F portfolio, value $16,355,116.

    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 111,921 shares
    Change vs previous 13F +2,399 shares

    7.52% of the 13F portfolio, value $16,620,219.

    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 109,522 shares
    Change vs previous 13F not available

    7.47% of the 13F portfolio, value $16,295,729.

    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).