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Trinity Wealth Management, LLC: XLK position timeline

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

Trinity Wealth Management, LLC held 48,605 XLK 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 48,605 shares
    Change vs previous 13F +12,681 shares

    2.94% of the 13F portfolio, value $9,260,225.

    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 35,924 shares
    Change vs previous 13F -28,349 shares

    1.75% of the 13F portfolio, value $4,774,300.

    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 64,273 shares
    Change vs previous 13F +32,573 shares

    3.41% of the 13F portfolio, value $9,253,384.

    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 31,700 shares
    Change vs previous 13F +13,604 shares

    3.35% of the 13F portfolio, value $8,934,962.

    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 18,096 shares
    Change vs previous 13F -24,557 shares

    1.82% of the 13F portfolio, value $4,582,450.

    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 42,653 shares
    Change vs previous 13F +316 shares

    4.02% of the 13F portfolio, value $8,806,991.

    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 42,337 shares
    Change vs previous 13F +232 shares

    4.45% of the 13F portfolio, value $9,844,199.

    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 42,105 shares
    Change vs previous 13F not available

    4.36% of the 13F portfolio, value $9,505,625.

    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).