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Trinity Wealth Management, LLC: SPYM position timeline

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

Trinity Wealth Management, LLC held 102,436 SPYM 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 102,436 shares
    Change vs previous 13F +2,514 shares

    2.86% of the 13F portfolio, value $9,002,076.

    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 99,922 shares
    Change vs previous 13F -300 shares

    2.81% of the 13F portfolio, value $7,648,030.

    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 100,222 shares
    Change vs previous 13F +10,089 shares

    2.96% of the 13F portfolio, value $8,039,809.

    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 90,133 shares
    Change vs previous 13F +1,150 shares

    2.65% of the 13F portfolio, value $7,061,019.

    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 88,983 shares
    Change vs previous 13F -9,120 shares

    2.57% of the 13F portfolio, value $6,468,174.

    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 98,103 shares
    Change vs previous 13F +741 shares

    2.95% of the 13F portfolio, value $6,451,253.

    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 97,362 shares
    Change vs previous 13F +3,094 shares

    3.04% of the 13F portfolio, value $6,712,136.

    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 94,268 shares
    Change vs previous 13F not available

    2.92% of the 13F portfolio, value $6,364,033.

    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).