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Trust Asset Management LLC: XYZ position timeline

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

Trust Asset Management LLC held 6,010 XYZ shares at 2026-06-30 per its 13F-HR/A filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 6,010 shares
    Change vs previous 13F -71 shares

    0.03% of the 13F portfolio, value $456,760.

    13F-HR/A 0001608376-26-000003 filed by Trust Asset 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 6,081 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $365,955.

    13F-HR 0001608376-26-000001 filed by Trust Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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