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Trivium Point Advisory, LLC: SMA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Trivium Point Advisory, LLC on SMA, newest first. How the timeline and the estimate are built.

Trivium Point Advisory, LLC held 18,968 SMA shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,968 shares
    Change vs previous 13F +1,916 shares

    0.06% of the 13F portfolio, value $616,460.

    13F-HR 0001951757-26-001133 filed by Trivium Point Advisory, 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 17,052 shares
    Change vs previous 13F -7,554 shares

    0.09% of the 13F portfolio, value $516,335.

    13F-HR 0001951757-26-000655 filed by Trivium Point Advisory, 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 24,606 shares
    Change vs previous 13F +17,041 shares

    0.08% of the 13F portfolio, value $761,310.

    13F-HR 0001951757-26-000297 filed by Trivium Point Advisory, 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 7,565 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $284,747.

    13F-HR 0001951757-25-001393 filed by Trivium Point Advisory, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).