Skip to content
Disclosery

Trinity Wealth Management, LLC: SPMD position timeline

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

Trinity Wealth Management, LLC held 18,100 SPMD 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 18,100 shares
    Change vs previous 13F +62 shares

    0.39% of the 13F portfolio, value $1,222,836.

    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 18,038 shares
    Change vs previous 13F +280 shares

    0.39% of the 13F portfolio, value $1,068,210.

    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 17,758 shares
    Change vs previous 13F +1,708 shares

    0.38% of the 13F portfolio, value $1,028,366.

    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 16,050 shares
    Change vs previous 13F -50 shares

    0.34% of the 13F portfolio, value $917,900.

    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 16,100 shares
    Change vs previous 13F -9,077 shares

    0.35% of the 13F portfolio, value $875,518.

    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 25,177 shares
    Change vs previous 13F +1,143 shares

    0.59% of the 13F portfolio, value $1,288,559.

    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 24,034 shares
    Change vs previous 13F +120 shares

    0.59% of the 13F portfolio, value $1,314,419.

    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 23,914 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $1,307,618.

    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).