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Trinity Wealth Management, LLC: SPAB position timeline

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

Trinity Wealth Management, LLC held 1,257,417 SPAB 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 1,257,417 shares
    Change vs previous 13F -99,034 shares

    10.18% of the 13F portfolio, value $32,089,292.

    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 1,356,451 shares
    Change vs previous 13F +90,978 shares

    12.76% of the 13F portfolio, value $34,752,272.

    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 1,265,473 shares
    Change vs previous 13F +16,402 shares

    12% of the 13F portfolio, value $32,585,938.

    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 1,249,071 shares
    Change vs previous 13F +25,727 shares

    12.11% of the 13F portfolio, value $32,288,476.

    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 1,223,344 shares
    Change vs previous 13F +110,784 shares

    12.43% of the 13F portfolio, value $31,317,597.

    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 1,112,560 shares
    Change vs previous 13F +14,837 shares

    12.97% of the 13F portfolio, value $28,414,773.

    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 1,097,723 shares
    Change vs previous 13F +59,235 shares

    12.41% of the 13F portfolio, value $27,432,090.

    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 1,038,488 shares
    Change vs previous 13F not available

    12.45% of the 13F portfolio, value $27,146,077.

    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).