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Disclosery

Trinity Wealth Management, LLC: SPDW position timeline

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

Trinity Wealth Management, LLC held 65,190 SPDW 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 65,190 shares
    Change vs previous 13F +1,359 shares

    1.04% of the 13F portfolio, value $3,284,926.

    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 63,831 shares
    Change vs previous 13F +191 shares

    1.07% of the 13F portfolio, value $2,913,885.

    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 63,640 shares
    Change vs previous 13F +5,324 shares

    1.04% of the 13F portfolio, value $2,826,252.

    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 58,316 shares
    Change vs previous 13F -421 shares

    0.94% of the 13F portfolio, value $2,495,342.

    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 58,737 shares
    Change vs previous 13F +1,683 shares

    0.94% of the 13F portfolio, value $2,378,261.

    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 57,054 shares
    Change vs previous 13F -96 shares

    0.95% of the 13F portfolio, value $2,077,336.

    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 57,150 shares
    Change vs previous 13F +6,073 shares

    0.88% of the 13F portfolio, value $1,950,530.

    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 51,077 shares
    Change vs previous 13F not available

    0.88% of the 13F portfolio, value $1,918,452.

    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).