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Trinity Wealth Management, LLC: SPLV position timeline

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

Trinity Wealth Management, LLC held 60,713 SPLV 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 60,713 shares
    Change vs previous 13F +24,174 shares

    1.44% of the 13F portfolio, value $4,547,404.

    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 36,539 shares
    Change vs previous 13F +3,037 shares

    0.98% of the 13F portfolio, value $2,672,462.

    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 33,502 shares
    Change vs previous 13F +180 shares

    0.88% of the 13F portfolio, value $2,392,713.

    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 33,322 shares
    Change vs previous 13F +1,313 shares

    0.92% of the 13F portfolio, value $2,448,501.

    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 32,009 shares
    Change vs previous 13F +5,785 shares

    0.93% of the 13F portfolio, value $2,330,895.

    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 26,224 shares
    Change vs previous 13F -513 shares

    0.89% of the 13F portfolio, value $1,959,457.

    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 26,737 shares
    Change vs previous 13F +273 shares

    0.85% of the 13F portfolio, value $1,871,607.

    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 26,464 shares
    Change vs previous 13F not available

    0.87% of the 13F portfolio, value $1,898,242.

    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).