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Trinity Wealth Management, LLC: SPTM position timeline

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

Trinity Wealth Management, LLC held 67,829 SPTM 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 67,829 shares
    Change vs previous 13F +3,732 shares

    1.95% of the 13F portfolio, value $6,158,221.

    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 64,097 shares
    Change vs previous 13F +64 shares

    1.86% of the 13F portfolio, value $5,067,491.

    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 64,033 shares
    Change vs previous 13F -259 shares

    1.95% of the 13F portfolio, value $5,282,728.

    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 64,292 shares
    Change vs previous 13F -3,167 shares

    1.94% of the 13F portfolio, value $5,185,189.

    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 67,459 shares
    Change vs previous 13F +1,506 shares

    2.01% of the 13F portfolio, value $5,051,997.

    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 65,953 shares
    Change vs previous 13F +104 shares

    2.05% of the 13F portfolio, value $4,485,483.

    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 65,849 shares
    Change vs previous 13F +2,827 shares

    2.13% of the 13F portfolio, value $4,703,570.

    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 63,022 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,415,321.

    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).